NULV
Nuveen ESG Large-Cap Value
1W: +0.6%
1M: +4.2%
3M: +4.7%
YTD: +11.1%
1Y: +24.8%
3Y: +61.8%
5Y: +49.1%
$50.64
+0.34 (+0.68%)
Weekly Expected Move ±1.4%
$48
$49
$50
$50
$51
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$2.1B
Holdings110
Top 10 Wt21.2%
Volume59,944
Avg Volume102,122
Beta0.87
Portfolio Fundamentals
P/E21.9
P/B3.7
Div Yield2.14%
ROE17.2%
% Profitable93%
Inception2017-01-10
Sector Allocation
Financial Services
21.0%
Healthcare
14.6%
Technology
13.4%
Industrials
12.0%
Consumer Defensive
10.2%
Consumer Cyclical
5.6%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | COCA COLA CO. | KO | 2.54% | $43.1M | 610,779 |
| 2 | INTERNATIONAL BUSINESS MA | IBM | 2.51% | $42.5M | 162,293 |
| 3 | MCDONALD'S CORP. | MCD | 2.16% | $36.6M | 119,130 |
| 4 | WALT DISNEY CO/THE | DIS | 2.15% | $36.5M | 328,149 |
| 5 | DEERE & CO. | DE | 2.05% | $34.7M | 71,700 |
| 6 | VERIZON COMMUNICATIONS | VZ | 2.04% | $34.6M | 798,037 |
| 7 | CITIGROUP, INC. | C | 2.02% | $34.2M | 435,714 |
| 8 | TEXAS INSTRUMENTS, INC. | TXN | 1.92% | $32.5M | 161,923 |
| 9 | BANK OF AMERICA CORP | BAC | 1.91% | $32.5M | 729,913 |
| 10 | FISERV, INC. | FI | 1.89% | $32.0M | 137,973 |