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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
$330B
AUM Growth
-$24.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,371
New
Increased
Reduced
Closed

Top Buys

1 +$5.27B
2 +$1.4B
3 +$541M
4
SNOW icon
Snowflake
SNOW
+$419M
5
BOLD
Boundless Bio
BOLD
+$397M

Top Sells

1 +$5.05B
2 +$2B
3 +$1.47B
4
ORCL icon
Oracle
ORCL
+$421M
5
BA icon
Boeing
BA
+$421M

Sector Composition

1 Technology 28.46%
2 Financials 13.55%
3 Healthcare 11.2%
4 Consumer Discretionary 11.15%
5 Industrials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PIPR icon
626
Piper Sandler
PIPR
$5.82B
$49.8M 0.02%
201,189
+6,629
WTS icon
627
Watts Water Technologies
WTS
$9.11B
$49.2M 0.01%
241,268
+85,447
IVV icon
628
iShares Core S&P 500 ETF
IVV
$666B
$49.1M 0.01%
87,334
-5,954
CTRE icon
629
CareTrust REIT
CTRE
$8.07B
$49M 0.01%
1,716,217
-679,592
ATMU icon
630
Atmus Filtration Technologies
ATMU
$3.94B
$49M 0.01%
1,333,133
-522,052
IBKR icon
631
Interactive Brokers
IBKR
$31.4B
$48.5M 0.01%
1,171,100
+171,036
OMF icon
632
OneMain Financial
OMF
$7.09B
$48.3M 0.01%
987,769
-28,942
LH icon
633
Labcorp
LH
$21B
$48.2M 0.01%
207,066
-10,647
AXSM icon
634
Axsome Therapeutics
AXSM
$6.96B
$48.2M 0.01%
413,141
+191,939
PFG icon
635
Principal Financial Group
PFG
$18.2B
$48M 0.01%
568,757
+15,202
TDY icon
636
Teledyne Technologies
TDY
$24.1B
$47.9M 0.01%
96,212
-1,058
APTV icon
637
Aptiv
APTV
$18.1B
$47.8M 0.01%
803,777
+92,488
WTFC icon
638
Wintrust Financial
WTFC
$8.75B
$47.8M 0.01%
424,768
-48,667
WK icon
639
Workiva
WK
$5B
$47.8M 0.01%
629,106
+40,678
SCZ icon
640
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.7B
$47.6M 0.01%
749,790
+332,557
SOFI icon
641
SoFi Technologies
SOFI
$34B
$47.6M 0.01%
4,094,223
+9,352
BALL icon
642
Ball Corp
BALL
$13.1B
$47.6M 0.01%
914,263
-587,783
COMP icon
643
Compass
COMP
$4.88B
$47.6M 0.01%
5,451,343
+1,535,443
BCPC
644
Balchem Corp
BCPC
$4.94B
$47.2M 0.01%
284,423
+90,415
CINF icon
645
Cincinnati Financial
CINF
$25.7B
$47.1M 0.01%
318,644
+925
NUMI
646
Nuveen Municipal Income ETF
NUMI
$64.7M
$47M 0.01%
+1,895,000
BMRN icon
647
BioMarin Pharmaceuticals
BMRN
$9.89B
$47M 0.01%
2,609,639
+1,602,717
FFIV icon
648
F5
FFIV
$14.2B
$46.9M 0.01%
176,212
+1,400
FHN icon
649
First Horizon
FHN
$10.8B
$46.6M 0.01%
2,401,632
-142,003
ZBRA icon
650
Zebra Technologies
ZBRA
$13.1B
$46.6M 0.01%
165,036
+22,932