MYLI

Meiji Yasuda Life Insurance Portfolio holdings

AUM $3.36B
1-Year Est. Return 6.72%
This Quarter Est. Return
1 Year Est. Return
+6.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.01B
AUM Growth
-$302M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$90.7M
2
+$23.3M
3
+$13.3M
4
PANW icon
Palo Alto Networks
PANW
+$12.7M
5
AVGO icon
Broadcom
AVGO
+$12.2M

Top Sells

1
+$344M
2
+$81.7M
3
+$6.39M
4
CDNS icon
Cadence Design Systems
CDNS
+$5.45M
5
WM icon
Waste Management
WM
+$4.54M

Sector Composition

1 Technology 7.85%
2 Financials 3.57%
3 Healthcare 2.89%
4 Consumer Discretionary 2.5%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GILD icon
176
Gilead Sciences
GILD
$150B
$674K 0.01%
6,014
+2,945
COR icon
177
Cencora
COR
$63.7B
$666K 0.01%
2,394
+1,239
APP icon
178
Applovin
APP
$199B
$636K 0.01%
2,400
-162
BFAM icon
179
Bright Horizons
BFAM
$5.8B
$626K 0.01%
4,929
-130
NBIX icon
180
Neurocrine Biosciences
NBIX
$14.2B
$620K 0.01%
5,606
-194
RCL icon
181
Royal Caribbean
RCL
$86.1B
$619K 0.01%
3,014
+14
FDX icon
182
FedEx
FDX
$56.2B
$617K 0.01%
2,532
-68
ESI icon
183
Element Solutions
ESI
$6.27B
$606K 0.01%
26,796
-1,104
UPS icon
184
United Parcel Service
UPS
$73.8B
$594K 0.01%
5,404
-250
DT icon
185
Dynatrace
DT
$15.1B
$590K 0.01%
12,506
+1,006
REGN icon
186
Regeneron Pharmaceuticals
REGN
$61B
$587K 0.01%
926
+54
JBL icon
187
Jabil
JBL
$22.1B
$586K 0.01%
+4,303
GD icon
188
General Dynamics
GD
$91.9B
$575K 0.01%
+2,111
KKR icon
189
KKR & Co
KKR
$108B
$565K 0.01%
4,891
-149
PFG icon
190
Principal Financial Group
PFG
$17.7B
$565K 0.01%
+6,699
H icon
191
Hyatt Hotels
H
$14.2B
$564K 0.01%
4,600
-200
OVV icon
192
Ovintiv
OVV
$9.76B
$559K 0.01%
13,051
+4,421
EQH icon
193
Equitable Holdings
EQH
$14.6B
$553K 0.01%
10,611
+4,510
MTD icon
194
Mettler-Toledo International
MTD
$29.6B
$530K 0.01%
449
-27
FTNT icon
195
Fortinet
FTNT
$65.1B
$506K 0.01%
5,261
+181
NDAQ icon
196
Nasdaq
NDAQ
$51B
$484K 0.01%
+6,381
KIM icon
197
Kimco Realty
KIM
$15B
$480K 0.01%
+22,616
A icon
198
Agilent Technologies
A
$41.8B
$476K 0.01%
4,065
-176
CRH icon
199
CRH
CRH
$79B
$471K 0.01%
5,359
+669
DOCU icon
200
DocuSign
DOCU
$14.3B
$468K 0.01%
5,754
-9,422
6 7
8
9 10