NULC
Nuveen ESG Large-Cap
1W: -0.0%
1M: +1.2%
3M: +3.3%
YTD: +17.0%
1Y: +18.5%
3Y: +82.1%
5Y: +65.2%
$56.06
+0.22 (+0.40%)
Weekly Expected Move ±1.5%
$54
$55
$56
$57
$58
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$67M
Holdings127
Top 10 Wt33.9%
Volume2,564
Avg Volume3,987
Beta1.01
Portfolio Fundamentals
P/E37.8
P/B13.7
Div Yield1.19%
ROE40.9%
% Profitable94%
Inception2019-06-04
Sector Allocation
Technology
41.8%
Financial Services
12.1%
Healthcare
10.5%
Industrials
8.3%
Communication Services
7.8%
Consumer Cyclical
6.5%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | NVIDIA CORP | NVDA | 9.15% | $6.9M | 30,319 |
| 2 | MICROSOFT CORP | MSFT | 5.35% | $4.0M | 7,920 |
| 3 | META PLATFORMS INC | META | 4.13% | $3.1M | 4,204 |
| 4 | BROADCOM INC | AVGO | 3.41% | $2.6M | 7,238 |
| 5 | ADVANCED MICRO DEVICES | AMD | 3.11% | $2.3M | 3,859 |
| 6 | VISA INC | V | 1.89% | $1.4M | 3,894 |
| 7 | MASTERCARD, INC - A | MA | 1.76% | $1.3M | 2,350 |
| 8 | COCA COLA CO. | KO | 1.70% | $1.3M | 14,774 |
| 9 | CISCO SYSTEMS, INC. | CSCO | 1.70% | $1.3M | 11,995 |
| 10 | SEAGATE TECHNOLOGY HOLD | STX | 1.67% | $1.3M | 1,378 |