Fund HoldingsNFJ INVESTMENT GROUP, LLC

Total Portfolio Value
$3.61B
Total Bought
$340.42M
Total Sold
$529.68M
Net Transaction
-$189.26M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
NIKE INC(NKE)218,609427,396+208,78720,90346,4021.29%+25,499
KEURIG DR PEPPER INC(KDP)0674,349+674,349022,4690.62%+22,469
MCCORMICK & CO INC(MKC)0312,870+312,870021,4070.59%+21,407
LAUDER ESTEE COS INC(EL)0144,425+144,425021,1220.58%+21,122
ALEXANDRIA REAL ESTATE EQ IN0969,098+969,0980122,8533.40%+122,853
L3HARRIS TECHNOLOGIES INC(LHX)183,719237,191+53,47231,98949,9571.38%+17,968
STEPAN CO(SCL)174,051310,959+136,90813,04929,4010.81%+16,353
APTIV PLC(APTV)0170,336+170,336015,2830.42%+15,283
DISNEY WALT CO(DIS)0200,819+200,819018,1320.50%+18,132
XYLEM INC(XYL)14115,642+115,628113,2250.37%+13,224
ALASKA AIR GROUP INC0324,381+324,381012,6740.35%+12,674
TEXAS INSTRS INC(TXN)066,203+66,203011,2850.31%+11,285
BANK AMERICA CORP02,786,787+2,786,787093,8312.60%+93,831
TELEFLEX INCORPORATED(TFX)0212,387+212,387052,9571.47%+52,957
LAS VEGAS SANDS CORP(LVS)0209,237+209,237010,2970.29%+10,297
PFIZER INC(PFE)0340,852+340,85209,8130.27%+9,813
GLOBUS MED INC(GMED)0288,867+288,867015,3940.43%+15,394
ZIFF DAVIS INC(ZD)61,224187,774+126,5503,89912,6170.35%+8,717
MARKETAXESS HLDGS INC(MKTX)170,183153,347-16,83636,35844,9081.24%+8,550
WORLD KINECT CORPORATION(WKC)203,916557,332+353,4164,57412,6960.35%+8,122
FMC CORP(FMC)412,038561,504+149,46627,59435,4030.98%+7,809
CROWN CASTLE INC(CCI)682,568612,326-70,24262,81770,5341.95%+7,717
VERISIGN INC034,773+34,77307,1620.20%+7,162
ISHARES TR19,97561,323+41,3483,03310,1340.28%+7,101
NEXTERA ENERGY INC(NEE)1,036,3121,089,710+53,39859,37066,1891.83%+6,819
EDWARDS LIFESCIENCES CORP559,651596,417+36,76638,77345,4771.26%+6,704
XCEL ENERGY INC(XEL)618,504677,531+59,02735,39141,9461.16%+6,555
REXFORD INDL RLTY INC(REXR)2,362,8392,194,930-167,909116,606123,1363.41%+6,529
US BANCORP DEL(USB)01,094,900+1,094,900047,3871.31%+47,387
AGILENT TECHNOLOGIES INC(A)577,072505,191-71,88164,52870,2371.95%+5,709
STANLEY BLACK & DECKER INC(SWK)0615,038+615,038060,3351.67%+60,335
PNC FINL SVCS GROUP INC(PNC)0530,217+530,217082,1042.27%+82,104
SBA COMMUNICATIONS CORP NEW(SBAC)151,000139,082-11,91830,22635,2840.98%+5,058
TRUIST FINL CORP(TFC)1,897,7251,600,226-297,49954,29459,0801.64%+4,786
ALLEGION PLC(ALLE)0228,386+228,386028,9340.80%+28,934
TARGET CORP(TGT)154,167150,922-3,24517,04621,4940.60%+4,448
EXPONENT INC(EXPO)66,972115,623+48,6515,73310,1790.28%+4,447
ZOETIS INC(ZTS)0239,355+239,355047,2411.31%+47,241
INTUIT(INTU)0145,711+145,711091,0742.52%+91,074
NASDAQ INC(NDAQ)919,843837,251-82,59244,69548,6781.35%+3,983
VITAL ENERGY INC085,138+85,13803,8730.11%+3,873
PHYSICIANS RLTY TR0290,127+290,12703,8620.11%+3,862
CHESAPEAKE UTILS CORP(CPK)036,333+36,33303,8380.11%+3,838
AMERICAN TOWER CORP NEW(AMT)079,054+79,054017,0660.47%+17,066
HDFC BANK LTD(HDB)0106,895+106,89507,1740.20%+7,174
EVERSOURCE ENERGY(ES)1,501,6131,475,253-26,36087,31991,0532.52%+3,734
BALL CORP0671,753+671,753038,6391.07%+38,639
AMERICAN WTR WKS CO INC NEW0178,869+178,869023,6090.65%+23,609
TC ENERGY CORP(TRP)886,585852,831-33,75430,50733,3370.92%+2,830
JPMORGAN CHASE & CO(JPM)0170,264+170,264028,9620.80%+28,962
INTERCONTINENTAL EXCHANGE IN(ICE)0198,858+198,858025,5390.71%+25,539
ALLSTATE CORP(ALL)118,156112,507-5,64913,16415,7490.44%+2,585
CITIGROUP INC(C)0575,667+575,667029,6120.82%+29,612
HOME DEPOT INC(HD)071,706+71,706024,8500.69%+24,850
UNDER ARMOUR INC(UA)0260,790+260,79002,2920.06%+2,292
TOPGOLF CALLAWAY BRANDS CORP(CALY)0159,376+159,37602,2850.06%+2,285
MSCI INC(MSCI)095,538+95,538054,0411.50%+54,041
NEOGEN CORP(NEOG)0111,749+111,74902,2470.06%+2,247
MORGAN STANLEY(MS)0267,264+267,264024,9220.69%+24,922
ULTRAGENYX PHARMACEUTICAL IN(RARE)044,084+44,08402,1080.06%+2,108
INDEPENDENT BK CORP MASS(INDB)030,927+30,92702,0350.06%+2,035
LGI HOMES INC(LGIH)014,916+14,91601,9860.06%+1,986
CAESARS ENTERTAINMENT INC NE(CZR)040,714+40,71401,9090.05%+1,909
TORO CO297,376277,074-20,30224,71226,5960.74%+1,884
COMMERCE BANCSHARES INC(CBSH)0602,002+602,002032,1530.89%+32,153
FIRST FINL BANKSHARES INC(FFIN)0516,118+516,118015,6380.43%+15,638
IOVANCE BIOTHERAPEUTICS INC(IOVA)0212,745+212,74501,7300.05%+1,730
MKS INSTRS INC(MKSI)048,176+48,17604,9560.14%+4,956
SEALED AIR CORP NEW990,940937,287-53,65332,56234,2300.95%+1,667
LAKELAND FINL CORP(LKFN)0204,778+204,778013,3430.37%+13,343
DOLLAR GEN CORP NEW(DG)011,582+11,58201,5750.04%+1,575
APPLE INC(AAPL)0101,987+101,987019,6360.54%+19,636
VALE S A097,786+97,78601,5510.04%+1,551
SYSCO CORP(SYY)019,170+19,17001,4020.04%+1,402
VISA INC(V)044,257+44,257011,5220.32%+11,522
EXTRA SPACE STORAGE INC(EXR)37,90436,867-1,0374,6085,9110.16%+1,303
MICROSOFT CORP(MSFT)062,575+62,575023,5310.65%+23,531
STARBUCKS CORP(SBUX)012,782+12,78201,2270.03%+1,227
WALKER & DUNLOP INC(WD)052,866+52,86605,8690.16%+5,869
XENCOR INC(XNCR)055,538+55,53801,1790.03%+1,179
SKYWORKS SOLUTIONS INC(SWKS)080,920+80,92009,0970.25%+9,097
CELANESE CORP DEL(CE)0220,126+220,126034,2010.95%+34,201
ASML HOLDING N V
N Y REGISTRY SHS
05,761+5,76104,3610.12%+4,361
ESSENTIAL UTILS INC(WTRG)249,863260,524+10,6618,5789,7310.27%+1,153
COMMUNITY BK SYS INC(CBU)0131,883+131,88306,8720.19%+6,872
UGI CORP NEW(UGI)1,951,8681,870,994-80,87444,89346,0261.27%+1,133
HENRY JACK & ASSOC INC(JKHY)0209,082+209,082034,1660.95%+34,166
THERMO FISHER SCIENTIFIC INC(TMO)97,22594,842-2,38349,21250,3411.39%+1,129
VANGUARD INTL EQUITY INDEX F22,47040,864+18,3941,1662,2940.06%+1,129
CLEARWAY ENERGY INC(CWEN)170,420169,690-7303,6064,6550.13%+1,049
SUN CMNTYS INC(SUI)0229,844+229,844030,7190.85%+30,719
QUAKER HOUGHTON(KWR)018,369+18,36903,9200.11%+3,920
ABBOTT LABS0104,264+104,264011,4760.32%+11,476
ASTRAZENECA PLC(AZN)013,912+13,91209370.03%+937
GENMAB A/S(GMAB)028,407+28,40709040.03%+904
RENTOKIL INITIAL PLC(RTO)030,189+30,18908640.02%+864
FOX FACTORY HLDG CORP0180,989+180,989012,2130.34%+12,213
ESSEX PPTY TR INC(ESS)037,101+37,10109,1990.25%+9,199
GLACIER BANCORP INC NEW(GBCI)172,101137,550-34,5514,9055,6840.16%+779
TYSON FOODS INC(TSN)927,226885,349-41,87746,81647,5881.32%+772
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