Fund HoldingsNFJ INVESTMENT GROUP, LLC

Total Portfolio Value
$3.42B
Total Bought
$422.53M
Total Sold
$455.49M
Net Transaction
-$32.95M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
UNITEDHEALTH GROUP INC(UNH)20,59796,503+75,90610,48956,4231.65%+45,934
CONSTELLATION BRANDS INC(STZ)15,109108,382+93,2733,88727,9290.82%+24,042
EQUINIX INC(EQIX)8,66326,096+17,4336,55423,1640.68%+16,609
WILLIS TOWERS WATSON PLC LTD(WTW)052,788+52,788015,5480.45%+15,548
ADVANCED MICRO DEVICES INC(AMD)087,786+87,786014,4040.42%+14,404
ABBOTT LABS0207,720+207,720023,6820.69%+23,682
JOHN BEAN TECHNOLOGIES CORP(JBTM)0123,343+123,343012,1510.36%+12,151
BERKSHIRE HATHAWAY INC DEL026,074+26,074012,0010.35%+12,001
AMERICAN WTR WKS CO INC NEW257,294304,308+47,01433,23244,5021.30%+11,270
PROLOGIS INC.(PLD)51,324134,572+83,2485,76416,9940.50%+11,230
RLI CORP(RLI)064,078+64,07809,9310.29%+9,931
STANLEY BLACK & DECKER INC(SWK)0495,056+495,056054,5211.60%+54,521
GETTY RLTY CORP NEW(GTY)0290,202+290,20209,2310.27%+9,231
JD.COM INC(JD)521,365563,778+42,41313,47222,5510.66%+9,079
ANSYS INC12,24639,874+27,6283,93712,7050.37%+8,768
COMMERCE BANCSHARES INC(CBSH)600,852707,168+106,31633,51642,0061.23%+8,490
FIRST INDL RLTY TR INC(FR)0138,940+138,94007,7780.23%+7,778
AMEREN CORP(AEE)088,266+88,26607,7200.23%+7,720
NORTHERN TR CORP(NTRS)085,331+85,33107,6820.22%+7,682
DUPONT DE NEMOURS INC(DD)086,046+86,04607,6680.22%+7,668
MSCI INC(MSCI)088,522+88,522051,6021.51%+51,602
MOLINA HEALTHCARE INC(MOH)021,570+21,57007,4320.22%+7,432
AMERICOLD REALTY TRUST INC(COLD)0258,925+258,92507,3200.21%+7,320
MARKETAXESS HLDGS INC(MKTX)0132,985+132,985034,0711.00%+34,071
FRANCO NEV CORP(FNV)053,938+53,93806,7020.20%+6,702
SBA COMMUNICATIONS CORP NEW(SBAC)0112,812+112,812027,1540.79%+27,154
DOUGLAS EMMETT INC(DEI)0353,461+353,46106,2100.18%+6,210
TELEFLEX INCORPORATED(TFX)0186,915+186,915046,2281.35%+46,228
POTLATCHDELTIC CORPORATION0130,483+130,48305,8780.17%+5,878
TRANSUNION(TRU)0264,453+264,453027,6880.81%+27,688
EVERSOURCE ENERGY(ES)01,142,384+1,142,384077,7392.27%+77,739
AVISTA CORP(AVA)0128,068+128,06804,9630.15%+4,963
SCHLUMBERGER LTD(SLB)227,046369,535+142,48910,71215,5020.45%+4,790
WEC ENERGY GROUP INC(WEC)0144,308+144,308013,8800.41%+13,880
AMETEK INC046,377+46,37707,9630.23%+7,963
M & T BK CORP(MTB)022,674+22,67404,0390.12%+4,039
FOX CORP(FOX)0100,544+100,54403,9010.11%+3,901
FIRST FINL BANKSHARES INC(FFIN)630,507605,756-24,75118,61922,4190.66%+3,800
D R HORTON INC(DHI)1719,864+19,84723,7890.11%+3,787
HOME DEPOT INC(HD)064,128+64,128025,9850.76%+25,985
BALL CORP0536,278+536,278036,4191.07%+36,419
NEXTERA ENERGY INC(NEE)01,193,132+1,193,1320100,8552.95%+100,855
STARBUCKS CORP(SBUX)0176,453+176,453017,2020.50%+17,202
BEST BUY INC(BBY)217,287210,840-6,44718,31521,7800.64%+3,465
OSHKOSH CORP(OSK)063,299+63,29906,3430.19%+6,343
COUSINS PPTYS INC(CUZ)0113,514+113,51403,3460.10%+3,346
TC ENERGY CORP(TRP)0720,787+720,787034,2731.00%+34,273
WINNEBAGO INDS INC(WGO)056,152+56,15203,2630.10%+3,263
ASSOCIATED BANC CORP0150,657+150,65703,2450.09%+3,245
DANA INC(DAN)0305,598+305,59803,2270.09%+3,227
SUNSTONE HOTEL INVS INC NEW(SHO)0312,037+312,03703,2200.09%+3,220
MGP INGREDIENTS INC NEW038,206+38,20603,1810.09%+3,181
SM ENERGY CO(SM)074,479+74,47902,9770.09%+2,977
ZOETIS INC(ZTS)0211,947+211,947041,4101.21%+41,410
MEDTRONIC PLC(MDT)0269,998+269,998024,3080.71%+24,308
AIR PRODS & CHEMS INC130,441122,640-7,80133,66036,5151.07%+2,855
AMERICAN EAGLE OUTFITTERS IN0119,679+119,67902,6800.08%+2,680
MASTERCARD INCORPORATED(MA)052,993+52,993026,1680.77%+26,168
GATX CORP(GATX)018,714+18,71402,4790.07%+2,479
LIVANOVA PLC(LIVN)47,22496,400+49,1762,5895,0650.15%+2,476
GENPACT LIMITED
SHS
0603,561+603,561023,6660.69%+23,666
CROWN CASTLE INC(CCI)0335,223+335,223039,7681.16%+39,768
SIGNET JEWELERS LIMITED
SHS
021,479+21,47902,2150.06%+2,215
CARGURUS INC(CARG)069,132+69,13202,0760.06%+2,076
AES CORP(AES)413,848463,731+49,8837,2719,3020.27%+2,031
EOG RES INC(EOG)0197,526+197,526024,2820.71%+24,282
TAYLOR MORRISON HOME CORP(TMHC)027,497+27,49701,9320.06%+1,932
KEURIG DR PEPPER INC(KDP)641,216622,872-18,34421,41723,3450.68%+1,929
ESSENTIAL PPTYS RLTY TR INC055,687+55,68701,9020.06%+1,902
NEXTRACKER INC048,554+48,55401,8200.05%+1,820
IRIDIUM COMMUNICATIONS INC(IRDM)059,680+59,68001,8170.05%+1,817
ARCOSA INC3,18821,971+18,7832662,0820.06%+1,816
KB HOME(KBH)021,047+21,04701,8040.05%+1,804
CARRIAGE SVCS INC054,347+54,34701,7840.05%+1,784
HELMERICH & PAYNE INC(HP)0151,020+151,02004,5940.13%+4,594
PRICESMART INC(PSMT)019,221+19,22101,7640.05%+1,764
MID-AMER APT CMNTYS INC(MAA)0205,660+205,660032,6790.96%+32,679
SURGERY PARTNERS INC(SGRY)052,368+52,36801,6880.05%+1,688
SOUTHSTATE CORPORATION051,929+51,92905,0460.15%+5,046
UTZ BRANDS INC093,258+93,25801,6510.05%+1,651
AXOS FINANCIAL INC(AX)025,873+25,87301,6270.05%+1,627
ALLSTATE CORP(ALL)060,737+60,737011,5190.34%+11,519
PFIZER INC(PFE)340,852384,571+43,7199,53711,1290.33%+1,592
SUN CMNTYS INC(SUI)0208,223+208,223028,1410.82%+28,141
EXELIXIS INC(EXEL)061,012+61,01201,5830.05%+1,583
EMERSON ELEC CO(EMR)014,258+14,25801,5590.05%+1,559
ACCENTURE PLC IRELAND
SHS CLASS A
04,361+4,36101,5420.05%+1,542
MORGAN STANLEY(MS)0251,858+251,858026,2540.77%+26,254
AMERICAN TOWER CORP NEW(AMT)107,92096,580-11,34020,97722,4610.66%+1,483
SALESFORCE INC(CRM)39,05441,759+2,70510,04111,4300.33%+1,389
ALIBABA GROUP HLDG LTD(BABA)10,44719,900+9,4537522,1120.06%+1,360
NICE LTD(NICE)044,844+44,84407,7880.23%+7,788
VERISIGN INC037,045+37,04507,0370.21%+7,037
METLIFE INC(MET)0107,943+107,94308,9030.26%+8,903
COMMUNITY FINANCIAL SYSTEM I(CBU)0140,742+140,74208,1730.24%+8,173
VALE S A398,758469,036+70,2784,4545,4780.16%+1,024
FMC CORP(FMC)0472,207+472,207031,1370.91%+31,137
THERMO FISHER SCIENTIFIC INC(TMO)081,105+81,105050,1691.47%+50,169
HENRY JACK & ASSOC INC(JKHY)0177,605+177,605031,3540.92%+31,354
EXXON MOBIL CORP310,334312,107+1,77335,72636,5851.07%+859
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