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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
1551
– –
-9,530
1552
– –
-37,981
1553
– –
-56,164
1554
– –
-11,981
1555
– –
-105,357
1556
– –
-1,264
1557
– –
-15,341
1558
– –
-3,449
1559
– –
-291,232
1560
– –
-48,805
1561
– –
-47,546
1562
– –
-8,455
1563
– –
-76,165
1564
– –
-3,573
1565
– –
0
1566
– –
-10,533
1567
– –
-11,760
1568
– –
-81,065
1569
– –
-13,218
1570
– –
-21,695
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