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
DDOG icon
201
Datadog
DDOG
$54.6B
$463K 0.01%
4,666
-134
STZ icon
202
Constellation Brands
STZ
$24.5B
$460K 0.01%
2,509
-1,587
EIX icon
203
Edison International
EIX
$22B
$456K 0.01%
+7,731
GRMN icon
204
Garmin
GRMN
$48.2B
$418K 0.01%
1,924
-184
APH icon
205
Amphenol
APH
$165B
$415K 0.01%
6,322
+1,587
BA icon
206
Boeing
BA
$165B
$411K 0.01%
2,409
-32
LDOS icon
207
Leidos
LDOS
$24.6B
$380K 0.01%
2,819
+744
CRBG icon
208
Corebridge Financial
CRBG
$17.2B
$373K 0.01%
+11,823
ALGN icon
209
Align Technology
ALGN
$9.86B
$365K 0.01%
2,299
-122
CHD icon
210
Church & Dwight Co
CHD
$21.1B
$363K 0.01%
+3,299
DASH icon
211
DoorDash
DASH
$109B
$360K 0.01%
+1,967
HST icon
212
Host Hotels & Resorts
HST
$11.4B
$353K 0.01%
24,859
-1,971
PKG icon
213
Packaging Corp of America
PKG
$19.2B
$330K 0.01%
1,666
+336
TAP icon
214
Molson Coors Class B
TAP
$9.02B
$328K 0.01%
5,385
-1,209
MRVL icon
215
Marvell Technology
MRVL
$71.4B
$323K 0.01%
5,241
-259
BMY icon
216
Bristol-Myers Squibb
BMY
$89.2B
$322K 0.01%
5,280
+108
TTD icon
217
Trade Desk
TTD
$26.5B
$320K 0.01%
5,857
+157
RMD icon
218
ResMed
RMD
$38.7B
$310K 0.01%
1,383
+27
CELH icon
219
Celsius Holdings
CELH
$16B
$303K 0.01%
8,512
-388
NLY icon
220
Annaly Capital Management
NLY
$13.4B
$294K 0.01%
+14,488
EXAS icon
221
Exact Sciences
EXAS
$12.3B
$290K 0.01%
6,707
-265
ON icon
222
ON Semiconductor
ON
$21.2B
$288K 0.01%
7,075
-432
AOS icon
223
A.O. Smith
AOS
$9.67B
$286K 0.01%
+4,382
ABNB icon
224
Airbnb
ABNB
$78B
$285K 0.01%
2,382
-1,141
CI icon
225
Cigna
CI
$81.4B
$284K 0.01%
863
-303
7 8
9
10 11