Fund HoldingsNFJ INVESTMENT GROUP, LLC

Total Portfolio Value
$3.43B
Total Bought
$850.41M
Total Sold
$1.15B
Net Transaction
-$300.62M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
REXFORD INDL RLTY INC(REXR)969,5992,362,839+1,393,24050,632116,6063.40%+65,974
NEXTERA ENERGY INC(NEE)01,036,312+1,036,312059,3701.73%+59,370
HUMANA INC(HUM)0113,781+113,781055,3571.61%+55,357
NASDAQ INC(NDAQ)0919,843+919,843044,6951.30%+44,695
MID-AMER APT CMNTYS INC(MAA)0311,759+311,759040,1081.17%+40,108
RB GLOBAL INC(RBA)0651,661+651,661040,7291.19%+40,729
EVERSOURCE ENERGY(ES)675,0321,501,613+826,58147,87387,3192.54%+39,446
XCEL ENERGY INC(XEL)0618,504+618,504035,3911.03%+35,391
UGI CORP NEW(UGI)506,7841,951,868+1,445,08413,66844,8931.31%+31,225
TC ENERGY CORP(TRP)0886,585+886,585030,5070.89%+30,507
SEALED AIR CORP NEW0990,940+990,940032,5620.95%+32,562
FMC CORP(FMC)0412,038+412,038027,5940.80%+27,594
EDWARDS LIFESCIENCES CORP140,319559,651+419,33213,23638,7731.13%+25,536
CROWN CASTLE INC(CCI)336,536682,568+346,03238,34562,8171.83%+24,472
L3HARRIS TECHNOLOGIES INC(LHX)0183,719+183,719031,9890.93%+31,989
PLANET FITNESS INC(PLNT)0426,198+426,198020,9600.61%+20,960
TARGET CORP(TGT)0154,167+154,167017,0460.50%+17,046
GENPACT LIMITED
SHS
637,8021,120,811+483,00923,96240,5731.18%+16,611
NICE LTD(NICE)171,803287,591+115,78835,47748,8901.42%+13,413
ALLSTATE CORP(ALL)0118,156+118,156013,1640.38%+13,164
TRUIST FINL CORP(TFC)1,366,3851,897,725+531,34041,47054,2941.58%+12,824
MARKETAXESS HLDGS INC(MKTX)98,976170,183+71,20725,87436,3581.06%+10,484
NIKE INC(NKE)0218,609+218,609020,9030.61%+20,903
HANOVER INS GROUP INC(THG)084,051+84,05109,3280.27%+9,328
EAST WEST BANCORP INC(EWBC)0172,910+172,91009,1140.27%+9,114
STEPAN CO(SCL)0174,051+174,051013,0490.38%+13,049
FORD MTR CO DEL(F)0708,127+708,12708,7950.26%+8,795
ESSENTIAL UTILS INC(WTRG)0249,863+249,86308,5780.25%+8,578
AGILENT TECHNOLOGIES INC(A)465,813577,072+111,25956,01464,5281.88%+8,514
AUTODESK INC033,549+33,54906,9420.20%+6,942
PIONEER NAT RES CO148,080154,388+6,30830,67935,4401.03%+4,761
EXTRA SPACE STORAGE INC(EXR)037,904+37,90404,6080.13%+4,608
WORLD KINECT CORPORATION(WKC)0203,916+203,91604,5740.13%+4,574
UNIFIRST CORP MASS(UNF)026,543+26,54304,3270.13%+4,327
HORACE MANN EDUCATORS CORP N(HMN)0137,514+137,51404,0400.12%+4,040
COEUR MNG INC(CDE)01,777,733+1,777,73303,9470.11%+3,947
ZIFF DAVIS INC(ZD)061,224+61,22403,8990.11%+3,899
CALIFORNIA WTR SVC GROUP(CWT)080,709+80,70903,8180.11%+3,818
ADDUS HOMECARE CORP095,990+95,99008,1770.24%+8,177
UMH PPTYS INC(UMH)0269,158+269,15803,7740.11%+3,774
PRIMO WATER CORPORATION0273,106+273,10603,7690.11%+3,769
HEARTLAND FINL USA INC0124,435+124,43503,6620.11%+3,662
CLEARWAY ENERGY INC(CWEN)0170,420+170,42003,6060.11%+3,606
PATTERSON-UTI ENERGY INC(PTEN)0255,638+255,63803,5380.10%+3,538
PACIRA BIOSCIENCES INC(PCRX)0113,074+113,07403,4690.10%+3,469
THERMO FISHER SCIENTIFIC INC(TMO)87,70197,225+9,52445,75849,2121.43%+3,454
SBA COMMUNICATIONS CORP NEW(SBAC)117,743151,000+33,25727,28830,2260.88%+2,938
CITIZENS FINL GROUP INC(CFG)561,442640,885+79,44314,64217,1760.50%+2,533
ISHARES TR019,975+19,97503,0330.09%+3,033
HELMERICH & PAYNE INC(HP)0113,545+113,54504,7870.14%+4,787
EXPONENT INC(EXPO)066,972+66,97205,7330.17%+5,733
EQUINOR ASA(EQNR)046,761+46,76101,5330.04%+1,533
HERSHEY CO(HSY)07,418+7,41801,4840.04%+1,484
TYSON FOODS INC(TSN)888,332927,226+38,89445,34046,8161.36%+1,475
NOMAD FOODS LTD(NOMD)0238,075+238,07503,6240.11%+3,624
TELEDYNE TECHNOLOGIES INC(TDY)30,08133,575+3,49412,36713,7180.40%+1,351
ENTERPRISE FINL SVCS CORP(EFSC)0112,578+112,57804,2220.12%+4,222
BARCLAYS PLC0129,932+129,93201,0120.03%+1,012
PATHWARD FINANCIAL INC(CASH)0101,240+101,24004,6660.14%+4,666
VANGUARD INTL EQUITY INDEX F022,470+22,47001,1660.03%+1,166
SIBANYE STILLWATER LTD(SBSW)0139,664+139,66408620.03%+862
GLACIER BANCORP INC NEW(GBCI)0172,101+172,10104,9050.14%+4,905
SOUTHSTATE CORPORATION067,747+67,74704,5630.13%+4,563
HANNON ARMSTRONG SUST INFR C(HASI)0230,085+230,08504,8780.14%+4,878
BANK HAWAII CORP076,486+76,48603,8010.11%+3,801
COLUMBIA BKG SYS INC(COLB)0219,601+219,60104,4580.13%+4,458
NATIONAL STORAGE AFFILIATES(NSA)369,186418,395+49,20912,85913,2800.39%+421
TORO CO239,437297,376+57,93924,33924,7120.72%+373
ASGN INC057,143+57,14304,6670.14%+4,667
AMGEN INC(AMGN)07,497+7,49702,0150.06%+2,015
CADENCE BANK0187,887+187,88703,9870.12%+3,987
METLIFE INC(MET)0168,940+168,940010,6280.31%+10,628
EOG RES INC(EOG)206,717188,050-18,66723,65723,8370.69%+181
TERRENO RLTY CORP(TRNO)0113,845+113,84506,4660.19%+6,466
BRIGHTHOUSE FINL INC(BHF)095,054+95,05404,6520.14%+4,652
HERBALIFE LTD(HLF)0171,002+171,00202,3920.07%+2,392
INTEL CORP(INTC)068,669+68,66902,4410.07%+2,441
ONEOK INC NEW(OKE)188,116184,953-3,16311,61111,7320.34%+121
STIFEL FINL CORP(SF)064,148+64,14803,9410.11%+3,941
LEIDOS HOLDINGS INC(LDOS)031,489+31,48902,9020.08%+2,902
ISHARES TR01,010+1,01001050.00%+105
COMPANHIA SIDERURGICA NACION(SID)01,685,938+1,685,93804,0290.12%+4,029
ISHARES TR0682+6820920.00%+92
UMB FINL CORP(UMBF)066,456+66,45604,1240.12%+4,124
DOUGLAS DYNAMICS INC(PLOW)0110,134+110,13403,3240.10%+3,324
ESSENT GROUP LTD(ESNT)082,594+82,59403,9060.11%+3,906
OLD DOMINION FREIGHT LINE IN(ODFL)04+4020.00%+2
ALIBABA GROUP HLDG LTD(BABA)013+13010.00%+1
DOVER CORP(DOV)04+4010.00%+1
SITEONE LANDSCAPE SUPPLY INC(SITE)011+11020.00%+2
PROLOGIS INC.(PLD)09+9010.00%+1
EQUINIX INC(EQIX)02+2010.00%+1
UNITED MICROELECTRONICS CORP(UMC)0183+183010.00%+1
D R HORTON INC(DHI)017+17020.00%+2
XYLEM INC(XYL)014+14010.00%+1
COSTAR GROUP INC(CSGP)000000
AMAZON COM INC(AMZN)000000
ALPHABET INC(GOOG)000000
YETI HLDGS INC(YETI)085,492+85,49204,1220.12%+4,122
GOLDMAN SACHS GROUP INC(GS)09,284+9,28403,0040.09%+3,004
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