NULC
Nuveen ESG Large-Cap
1W: -0.5%
1M: +3.8%
3M: +8.3%
YTD: +10.3%
1Y: +23.2%
3Y: +80.4%
5Y: +69.4%
$53.20
+0.30 (+0.56%)
Weekly Expected Move ±1.6%
$51
$52
$53
$53
$54
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$57M
Holdings117
Top 10 Wt32.6%
Volume6,617
Avg Volume4,734
Beta1.02
Portfolio Fundamentals
P/E34.9
P/B13.1
Div Yield1.27%
ROE41.4%
% Profitable93%
Inception2019-06-04
Sector Allocation
Technology
30.1%
Financial Services
17.1%
Healthcare
10.6%
Industrials
9.5%
Communication Services
9.2%
Consumer Cyclical
7.5%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | NVIDIA CORP | NVDA | 7.37% | $2.9M | 22,329 |
| 2 | MICROSOFT CORP | MSFT | 6.77% | $2.7M | 6,617 |
| 3 | ALPHABET INC - CLASS A | GOOGL | 3.16% | $1.2M | 6,960 |
| 4 | ELI LILLY AND COMPANY | LLY | 2.78% | $1.1M | 1,244 |
| 5 | VISA INC | V | 2.55% | $1.0M | 2,874 |
| 6 | MASTERCARD, INC - A | MA | 2.27% | $894,959 | 1,601 |
| 7 | INTERNATIONAL BUSINESS MA | IBM | 2.06% | $812,321 | 3,102 |
| 8 | COCA COLA CO. | KO | 2.00% | $788,420 | 11,169 |
| 9 | ALPHABET INC | GOOG | 1.95% | $768,246 | 4,240 |
| 10 | MERCADOLIBRE INC | MELI | 1.67% | $660,335 | 297 |
Recent Holding Changes
| Date | Holding | Change | Details |
|---|---|---|---|
| 2026-05-14 | Removed | — | |
| 2026-05-14 | 2138301 | Removed | — |