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Nuveen Portfolio holdings

AUM $362B
1-Year Est. Return 25.8%
This Quarter Est. Return
1 Year Est. Return
+25.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$362B
AUM Growth
+$32.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,484
New
Increased
Reduced
Closed

Top Buys

1 +$7.05B
2 +$2.25B
3 +$1.5B
4
AMZN icon
Amazon
AMZN
+$637M
5
CSCO icon
Cisco
CSCO
+$577M

Top Sells

1 +$2.48B
2 +$1.79B
3 +$699M
4
AAPL icon
Apple
AAPL
+$586M
5
BOLD
Boundless Bio
BOLD
+$399M

Sector Composition

1 Technology 32.84%
2 Financials 12.99%
3 Consumer Discretionary 11.23%
4 Communication Services 9.04%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EP icon
3126
Empire Petroleum
EP
$107M
$200K ﹤0.01%
37,869
PAL
3127
Proficient Auto Logistics
PAL
$183M
$199K ﹤0.01%
27,416
KRMD icon
3128
KORU Medical Systems
KRMD
$180M
$198K ﹤0.01%
+55,330
FXNC icon
3129
First National Corp
FXNC
$206M
$197K ﹤0.01%
+10,116
SGHT icon
3130
Sight Sciences
SGHT
$305M
$196K ﹤0.01%
47,520
-16,583
LAZR icon
3131
Luminar Technologies
LAZR
$86M
$195K ﹤0.01%
68,101
+13,707
FFAI
3132
Faraday Future Intelligent Electric
FFAI
$175M
$195K ﹤0.01%
+115,819
ATOM icon
3133
Atomera
ATOM
$85.5M
$192K ﹤0.01%
+38,169
PMX
3134
DELISTED
PIMCO Municipal Income Fund III
PMX
$191K ﹤0.01%
27,813
ACTG icon
3135
Acacia Research
ACTG
$343M
$189K ﹤0.01%
52,865
-17,037
SNFCA icon
3136
Security National Financial
SNFCA
$217M
$188K ﹤0.01%
+20,058
PAMT
3137
PAMT Corp
PAMT
$218M
$185K ﹤0.01%
14,375
LAW icon
3138
CS Disco
LAW
$412M
$183K ﹤0.01%
41,942
-6,968
EPSN icon
3139
Epsilon Energy
EPSN
$100M
$183K ﹤0.01%
+24,742
LFVN icon
3140
LifeVantage
LFVN
$94M
$181K ﹤0.01%
+13,828
DTF
3141
DTF Tax-Free Income 2028 Term Fund
DTF
$80.1M
$180K ﹤0.01%
16,077
SGC icon
3142
Superior Group of Companies
SGC
$149M
$180K ﹤0.01%
17,465
-7,118
ARQ icon
3143
Arq
ARQ
$164M
$179K ﹤0.01%
33,406
-166,960
MFIN icon
3144
Medallion Financial
MFIN
$230M
$179K ﹤0.01%
18,781
LUNG icon
3145
Pulmonx
LUNG
$78.2M
$178K ﹤0.01%
68,790
-129,733
VGM icon
3146
Invesco Trust Investment Grade Municipals
VGM
$550M
$177K ﹤0.01%
18,694
FINW icon
3147
FinWise Bancorp
FINW
$261M
$177K ﹤0.01%
+11,793
RR icon
3148
Richtech Robotics
RR
$742M
$176K ﹤0.01%
+90,001
USAU icon
3149
US Gold Corp
USAU
$220M
$173K ﹤0.01%
+14,180
BVFL icon
3150
BV Financial
BVFL
$160M
$172K ﹤0.01%
+11,285