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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
$354B
AUM Growth
-$2.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,397
New
Increased
Reduced
Closed

Top Buys

1
+$877M
2
+$723M
3
+$502M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$393M
5
SW
Smurfit Westrock
SW
+$380M

Top Sells

1
+$1.45B
2
+$1.15B
3
+$592M
4
SCHW icon
Charles Schwab
SCHW
+$491M
5
AMZN icon
Amazon
AMZN
+$438M

Sector Composition

1 Technology 31.86%
2 Financials 12.66%
3 Consumer Discretionary 11.93%
4 Healthcare 9.6%
5 Communication Services 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3151
$219K ﹤0.01%
10,108
3152
$218K ﹤0.01%
82,777
3153
$217K ﹤0.01%
16,624
3154
$214K ﹤0.01%
28,662
3155
$214K ﹤0.01%
28,837
3156
$214K ﹤0.01%
12,068
3157
$213K ﹤0.01%
69,962
3158
$211K ﹤0.01%
2,347
3159
$211K ﹤0.01%
40,266
3160
$210K ﹤0.01%
53,437
3161
$210K ﹤0.01%
18,565
3162
$209K ﹤0.01%
5,470
3163
$209K ﹤0.01%
14,629
3164
$207K ﹤0.01%
+944
3165
$206K ﹤0.01%
18,420
3166
$206K ﹤0.01%
+7,449
3167
$203K ﹤0.01%
12,964
3168
$203K ﹤0.01%
62,006
3169
$201K ﹤0.01%
11,934
-10,230
3170
$201K ﹤0.01%
+4,302
3171
$199K ﹤0.01%
127,304
-21,720
3172
$195K ﹤0.01%
+13,307
3173
$192K ﹤0.01%
55,886
3174
$192K ﹤0.01%
10,799
3175
$192K ﹤0.01%
19,658
125 126
127
128 129