MYLI

Meiji Yasuda Life Insurance Portfolio holdings

AUM $3.48B
1-Year Est. Return 3.68%
This Quarter Est. Return
1 Year Est. Return
+3.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.36B
AUM Growth
-$1.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$4.2M
3
+$4.17M
4
HON icon
Honeywell
HON
+$1.12M
5
FISV
Fiserv Inc
FISV
+$870K

Top Sells

1
+$606M
2
+$199M
3
+$115M
4
MSFT icon
Microsoft
MSFT
+$85.5M
5
NVDA icon
NVIDIA
NVDA
+$83.5M

Sector Composition

1 Technology 5.1%
2 Financials 1.93%
3 Consumer Discretionary 1.57%
4 Healthcare 1.48%
5 Communication Services 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADP icon
201
Automatic Data Processing
ADP
$102B
$406K 0.01%
1,316
-31,162
CELH icon
202
Celsius Holdings
CELH
$11B
$395K 0.01%
8,512
TTD icon
203
Trade Desk
TTD
$20.3B
$394K 0.01%
5,472
-385
GGG icon
204
Graco
GGG
$13.3B
$380K 0.01%
+4,424
NDSN icon
205
Nordson
NDSN
$12.9B
$373K 0.01%
+1,738
EXAS icon
206
Exact Sciences
EXAS
$12.7B
$356K 0.01%
6,707
WST icon
207
West Pharmaceutical
WST
$18.8B
$348K 0.01%
+1,591
AMCR icon
208
Amcor
AMCR
$19.6B
$336K 0.01%
+36,572
CF icon
209
CF Industries
CF
$13.3B
$329K 0.01%
3,572
+348
PAYX icon
210
Paychex
PAYX
$40.3B
$319K 0.01%
+2,193
GPN icon
211
Global Payments
GPN
$17.5B
$319K 0.01%
+3,980
KMI icon
212
Kinder Morgan
KMI
$61B
$317K 0.01%
+10,799
CSCO icon
213
Cisco
CSCO
$307B
$292K 0.01%
4,213
+322
PKG icon
214
Packaging Corp of America
PKG
$17.7B
$289K 0.01%
1,536
-130
GRMN icon
215
Garmin
GRMN
$37.3B
$276K 0.01%
1,322
-602
CRBG icon
216
Corebridge Financial
CRBG
$14.7B
$274K 0.01%
7,728
-4,095
RMD icon
217
ResMed
RMD
$35.7B
$273K 0.01%
1,058
-325
BMY icon
218
Bristol-Myers Squibb
BMY
$95B
$268K 0.01%
5,786
+506
CI icon
219
Cigna
CI
$72B
$260K 0.01%
788
-75
DAR icon
220
Darling Ingredients
DAR
$5.5B
$246K 0.01%
6,471
CTRA icon
221
Coterra Energy
CTRA
$20.1B
$244K 0.01%
+9,630
CG icon
222
Carlyle Group
CG
$19.2B
$241K 0.01%
+4,679
DRI icon
223
Darden Restaurants
DRI
$20.2B
$222K 0.01%
+1,018
ACM icon
224
Aecom
ACM
$17.7B
$206K 0.01%
+1,821
Z icon
225
Zillow
Z
$16.7B
$202K 0.01%
+2,884
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