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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
$17.5M
AUM Growth
-$1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,572
New
Increased
Reduced
Closed

Top Buys

1
+$51.3K
2
+$49K
3
+$48.3K
4
LPT
Liberty Property Trust
LPT
+$45.8K
5
WELL icon
Welltower
WELL
+$43K

Top Sells

1
+$167K
2
+$55.6K
3
+$52.6K
4
AVB icon
AvalonBay Communities
AVB
+$49.9K
5
XOM icon
Exxon Mobil
XOM
+$47K

Sector Composition

1 Real Estate 28.28%
2 Technology 8.96%
3 Healthcare 8.57%
4 Financials 7.55%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
– –
-15,298
1527
– –
-62,943
1528
– –
-18,436
1529
– –
-9,588
1530
– –
-20,149
1531
– –
-3
1532
– –
-415,172
1533
– –
-18,314
1534
– –
-26,044
1535
– –
-1,657
1536
– –
-58,671
1537
– –
-1,945
1538
– –
-41,959
1539
– –
-2,392
1540
– –
-4,089
1541
– –
-7,807
1542
– –
-54,931
1543
– –
-17,674
1544
– –
-10,000
1545
– –
-11,553
1546
– –
-27,452
1547
– –
-368,105
1548
– –
-43,700
1549
– –
-2,505
1550
– –
-5,303
59 60 61
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