NIMC

NWQ Investment Management Company Portfolio holdings

AUM $2.22B
1-Year Est. Return 6.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-6.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.45B
AUM Growth
-$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$47M
2 +$36.1M
3 +$17.6M
4
STAG icon
STAG Industrial
STAG
+$16.1M
5
AAP icon
Advance Auto Parts
AAP
+$16M

Top Sells

1 +$36.5M
2 +$33.6M
3 +$33M
4
CY
Cypress Semiconductor
CY
+$25.9M
5
OXY icon
Occidental Petroleum
OXY
+$22.4M

Sector Composition

1 Financials 30.03%
2 Energy 11.3%
3 Industrials 10.51%
4 Healthcare 10.27%
5 Technology 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-657,440
152
-673,859