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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
1
$405K 2.3%
2,203,854
-118,326
2
$327K 1.85%
1,545,167
-110,150
3
$304K 1.73%
11,039,028
-165,516
4
$275K 1.56%
3,654,906
+683,142
5
$221K 1.25%
3,258,176
+635,435
6
$218K 1.24%
1,249,246
-285,162
7
$183K 1.04%
7,061,122
-320,687
8
$174K 0.98%
1,657,821
+467,915
9
$169K 0.96%
756,733
+99,369
10
$161K 0.91%
2,197,618
-129,572
11
$154K 0.87%
3,961,910
-513
12
$148K 0.84%
3,347,389
-164,999
13
$133K 0.76%
4,264,060
+781,600
14
$120K 0.68%
3,083,452
-114,477
15
$118K 0.67%
1,018,535
+152,585
16
$114K 0.65%
4,683,244
+1,981,292
17
$113K 0.64%
3,786,230
-59,468
18
$102K 0.58%
1,624,223
+260,718
19
$99.1K 0.56%
6,359,507
+708,524
20
$95.2K 0.54%
3,021,065
+1,452,261
21
$93.3K 0.53%
807,799
-30,963
22
$92.1K 0.52%
703,218
+102,002
23
$90.9K 0.52%
3,016,591
-10,521
24
$87.9K 0.5%
1,817,764
+455,514
25
$86.1K 0.49%
822,116
+270,087
1
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