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Nuveen Portfolio holdings

AUM $379B
1-Year Est. Return 29.33%
This Quarter Est. Return
1 Year Est. Return
+29.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$260B
AUM Growth
+$14.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,300
New
Increased
Reduced
Closed

Top Buys

1
+$326M
2
+$271M
3
+$241M
4
ISRG icon
Intuitive Surgical
ISRG
+$237M
5
WMT icon
Walmart Inc
WMT
+$226M

Top Sells

1
+$1.04B
2
+$1.01B
3
+$813M
4
IAC icon
IAC Inc
IAC
+$756M
5
MSFT icon
Microsoft
MSFT
+$655M

Sector Composition

1 Technology 24.22%
2 Healthcare 13.86%
3 Consumer Discretionary 13.19%
4 Financials 11.5%
5 Communication Services 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$3.96M ﹤0.01%
33,391
+260
2027
$3.95M ﹤0.01%
104,783
-266,437
2028
$3.95M ﹤0.01%
6,303
-129
2029
$3.89M ﹤0.01%
68,494
+10,059
2030
$3.89M ﹤0.01%
180,893
+24,468
2031
$3.87M ﹤0.01%
408,308
-22,901
2032
$3.87M ﹤0.01%
148,289
-1,665
2033
$3.87M ﹤0.01%
16,680
+522
2034
$3.86M ﹤0.01%
340,600
+1,215
2035
$3.86M ﹤0.01%
717,626
+3,512
2036
$3.85M ﹤0.01%
205,186
+20,651
2037
$3.84M ﹤0.01%
262,354
-19,374
2038
$3.84M ﹤0.01%
310,036
-32,814
2039
$3.83M ﹤0.01%
+77,659
2040
$3.83M ﹤0.01%
51,853
-2,693
2041
$3.82M ﹤0.01%
204,517
-11,152
2042
$3.82M ﹤0.01%
224,212
-4,555
2043
$3.81M ﹤0.01%
381,847
+21,076
2044
$3.81M ﹤0.01%
79,467
+6,465
2045
$3.8M ﹤0.01%
262,711
-514,364
2046
$3.8M ﹤0.01%
182,355
+39,199
2047
$3.79M ﹤0.01%
290,895
-20,560
2048
$3.79M ﹤0.01%
194,264
-15,723
2049
$3.78M ﹤0.01%
1,525,953
-314,143
2050
$3.77M ﹤0.01%
831,290
+119,153
80 81
82
83 84