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
$8.17B
AUM Growth
+$950M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1 +$71.9M
2 +$58.4M
3 +$46.2M
4
CVX icon
Chevron
CVX
+$44.7M
5
GILD icon
Gilead Sciences
GILD
+$31.6M

Top Sells

1 +$75.4M
2 +$75.4M
3 +$44M
4
PSX icon
Phillips 66
PSX
+$40.6M
5
MSFT icon
Microsoft
MSFT
+$36.6M

Sector Composition

1 Financials 25.3%
2 Energy 10.67%
3 Technology 9.58%
4 Healthcare 9.13%
5 Consumer Discretionary 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
0