NIMC

NWQ Investment Management Company Portfolio holdings

AUM $2.22B
1-Year Est. Return 6.85%
This Quarter Est. Return
1 Year Est. Return
-6.85%
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 +$70.4M
2 +$68.5M
3 +$50.5M
4
CVX icon
Chevron
CVX
+$48.1M
5
GILD icon
Gilead Sciences
GILD
+$33.5M

Top Sells

1 +$78M
2 +$75.4M
3 +$46.1M
4
PSX icon
Phillips 66
PSX
+$43.9M
5
MSFT icon
Microsoft
MSFT
+$37.4M

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