HolderBook

Nuveen Asset Management, LLC

Reported holdings as of Q4 2024, from 25 quarterly filings.

This filer last reported in Q4 2024; the most recent quarter on file across all filers is Q2 2026. Firms that restructure stop filing under one CIK and start under another, so a successor entity may hold these positions now under a similar name.

CIK
1521019
Reported value
$354.1B
Positions
3,324
Top 10 weight
31.9%
Filed
2025-02-14
Days after quarter end
45

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
MICROSOFT CORPMSFT$21.3B50,430,4246.00%-0.18pp25q-1.5%-$324.9M
NVIDIA CORPORATIONNVDA$20.5B152,746,8425.79%+0.22pp25q-6.6%-$1.5B
APPLE INCAAPL$20.1B80,181,5145.67%+0.27pp25q-2.9%-$591.8M
AMAZON COM INCAMZN$13.8B62,741,5203.89%+0.50pp25q-3.1%-$438.1M
BROADCOM INCAVGO$9.0B38,995,8372.55%+0.62pp25q-2.1%-$192.1M
META PLATFORMS INCMETA$8.3B14,114,2232.33%-0.25pp25q-12.2%-$1.1B
ALPHABET INCGOOG$5.6B29,607,7271.59%+0.16pp25q-3.0%-$173.9M
TESLA INCTSLA$5.3B13,109,1781.50%+0.69pp23q+19.8%+$876.5M
ALPHABET INCGOOGL$5.0B26,483,5641.42%+0.12pp25q-4.9%-$255.6M
ELI LILLY & COLLY$4.0B5,203,3951.13%-0.13pp25q+2.7%+$104.9M
MASTERCARD INCORPORATEDMA$4.0B7,610,3331.13%+0.09pp25q+1.0%+$37.8M
JPMORGAN CHASE & COJPM$3.8B15,966,2401.08%+0.12pp25q-2.1%-$82.3M
UNITEDHEALTH GROUP INCUNH$3.6B7,126,8451.02%-0.13pp25q+2.0%+$70.7M
COSTCO WHOLESALE CORPORATIONCOST$3.2B3,503,3840.91%+0.03pp25qHELD
VISA INCV$3.2B10,100,4590.90%+0.09pp25q-4.3%-$142.5M
SALESFORCE INCCRM$2.9B8,598,9890.81%+0.16pp25q+1.3%+$38.2M
NUSHARES ETF TRNUGO$2.8B80,361,0540.79%flat14q-6.3%-$188.3M
WALMART INCWMT$2.7B29,843,8920.76%+0.09pp25q+0.8%+$21.1M
BERKSHIRE HATHAWAY INC DELBRKB$2.6B5,795,7540.74%-0.03pp25q-3.0%-$82.6M
EXXON MOBIL CORPXOMXXXX$2.5B23,101,3770.70%-0.07pp25q-0.9%-$23.0M
SERVICENOW INCNOW$2.5B2,343,8400.70%+0.14pp25q+4.9%+$115.9M
HOME DEPOT INCHD$2.2B5,783,6140.64%-0.03pp25q-1.5%-$33.2M
NETFLIX INCNFLX$2.1B2,310,4230.58%+0.10pp23q-5.3%-$115.8M
LINDE PLCLIN$2.1B4,899,0690.58%-0.13pp8q-8.0%-$178.7M
BOOKING HOLDINGS INCBKNG$2.0B401,1020.56%+0.02pp25q-11.9%-$270.4M
PROCTER & GAMBLE COPG$1.9B11,405,7850.54%-0.03pp25q-3.2%-$63.3M
INTUITIVE SURGICAL INCISRG$1.8B3,434,5610.51%+0.02pp25q-2.2%-$39.5M
WELLS FARGO & COWFC$1.7B24,762,2960.49%+0.02pp25q-16.9%-$352.7M
AMERICAN EXPRESS COAXP$1.7B5,690,6740.48%+0.04pp25qHELD
DISNEY WALT CODIS$1.6B14,561,1050.46%+0.05pp25q-3.5%-$58.5M
ABBVIE INCABBV$1.6B9,088,3540.46%-0.07pp25q-4.4%-$74.8M
HONEYWELL INTL INCHONZZZZ$1.6B7,091,0070.45%-0.01pp25q-11.3%-$204.3M
EATON CORP PLCETN$1.6B4,671,1850.44%+0.02pp25q+4.3%+$63.9M
NEXTERA ENERGY INCNEE$1.4B20,010,1990.41%-0.08pp25qHELD
FISERV INCFISV$1.4B6,936,5540.40%+0.07pp25q+5.2%+$70.0M
PROLOGIS INC.PLD$1.4B13,340,1540.40%-0.09pp25q-3.7%-$54.6M
ORACLE CORPORCL$1.4B8,252,9530.39%-0.02pp25q-3.8%-$54.9M
ACCENTURE PLC IRELANDACN$1.3B3,817,8370.38%+0.05pp25q+16.6%+$190.9M
TJX COS INC NEWTJX$1.3B11,073,9940.38%flat25q-3.6%-$50.1M
MCDONALDS CORPMCD$1.3B4,595,2450.38%flat25q+5.2%+$65.7M
PROGRESSIVE CORPPGR$1.3B5,358,5370.36%-0.03pp25q-3.8%-$51.0M
PHILIP MORRIS INTL INCPM$1.3B10,564,2020.36%-0.02pp25q-4.2%-$55.2M
JOHNSON & JOHNSONJNJ$1.3B8,716,3770.36%-0.06pp25q-5.0%-$65.8M
STARBUCKS CORPSBUX$1.3B13,733,3020.35%-0.04pp25q-4.4%-$57.6M
ABBOTT LABORATORIESABT$1.3B11,058,7240.35%flat25qHELD
ARISTA NETWORKS INCANET$1.2B11,292,5850.35%-newNEW
BOEING COBA$1.2B6,962,2720.35%+0.07pp25q+8.1%+$92.1M
BANK OF AMER CORPBAC$1.2B27,842,1930.35%+0.03pp25q-3.1%-$38.8M
PEPSICO INCPEP$1.2B7,998,2640.34%-0.03pp25q+0.9%+$11.1M
MERCK & CO INCMRK$1.2B12,085,5200.34%-0.08pp25q-8.9%-$117.9M
CHEVRON CORPORATIONCVX$1.1B7,842,2300.32%+0.01pp25q+3.1%+$33.9M
PALO ALTO NETWORKS INCPANW$1.1B6,158,5800.32%+0.02pp25q+98.0%+$554.5M
SMURFIT WESTROCK PLCSW$1.1B20,720,3120.32%+0.13pp2q+51.6%+$379.8M
S&P GLOBAL INCSPGI$1.1B2,184,3120.31%+0.02pp25q+11.4%+$111.7M
INTUITINTU$1.1B1,692,7110.30%-0.04pp25q-13.2%-$162.0M
COCA COLA COKO$1.1B17,065,0420.30%-0.06pp25q-4.9%-$55.2M
MARVELL TECHNOLOGY INCMRVL$1.0B9,360,4250.29%+0.23pp15q+232.2%+$722.7M
UNION PAC CORPUNP$997.1M4,372,6360.28%-0.02pp25q+2.1%+$20.3M
COMCAST CORP NEWCMCSA$977.9M26,055,9440.28%-0.02pp25q+1.9%+$18.7M
KKR & CO INCKKR$973.9M6,584,3700.28%+0.16pp20q+106.2%+$501.6M
MARSH & MCLENNAN COS INCMRSH$973.2M4,581,7730.27%+0.01pp25q+7.2%+$65.6M
CITIGROUP INCC$947.1M13,454,7750.27%+0.03pp25qHELD
GOLDMAN SACHS GROUP INCGS$941.4M1,643,9620.27%+0.02pp25q-8.6%-$88.1M
DANAHER CORP DELDHR$934.0M4,068,9480.26%-0.05pp25q+2.8%+$25.7M
CISCO SYS INCCSCO$917.4M15,496,3890.26%+0.06pp25q+19.1%+$147.0M
UBER TECHNOLOGIES INCUBER$913.3M15,141,4050.26%-0.09pp23q-7.0%-$69.2M
AT&T INCT$912.4M40,069,3170.26%+0.01pp25q-1.4%-$12.8M
APPLIED MATLS INCAMAT$907.0M5,577,0950.26%-0.20pp25q-31.3%-$413.5M
BOSTON SCIENTIFIC CORPBSX$886.9M9,929,2800.25%-0.02pp25q-12.4%-$125.4M
AMERICAN TOWER CORPAMT$875.5M4,773,5710.25%-0.08pp25q-4.1%-$37.3M
TRANE TECHNOLOGIES PLCTT$861.6M2,332,6260.24%-0.01pp20q+1.6%+$13.8M
PARKER-HANNIFIN CORPPH$843.6M1,326,3110.24%-0.02pp25q-8.5%-$78.6M
EMERSON ELEC COEMR$827.6M6,677,8910.23%flat25q-12.9%-$123.1M
SYNOPSYS INCSNPS$821.0M1,691,5010.23%+0.02pp25q+12.1%+$88.4M
RTX CORPORATIONRTX$803.9M6,947,3010.23%-0.01pp19q+0.5%+$4.1M
LOWES COS INCLOW$801.7M3,248,3310.23%-0.05pp25q-10.6%-$95.0M
CATERPILLAR INCCAT$797.5M2,198,3890.23%-0.03pp25q-6.4%-$54.9M
BANK OF NY MELLON CORPBNY$785.1M10,219,3080.22%+0.01pp25q-2.0%-$16.1M
EQUINIX INCEQIX$781.9M829,2700.22%+0.01pp25qHELD
TAIWAN SEMICONDUCTOR MANUFACTSM$778.8M3,943,4610.22%+0.05pp25q+11.6%+$81.0M
TEXAS INSTRS INCTXN$759.6M4,051,0270.21%-0.02pp25q+1.2%+$9.0M
ELEVANCE HEALTH INC FORMERLYELV$746.0M2,022,3630.21%-0.17pp25q-22.5%-$216.4M
SHOPIFY INCSHOP$743.7M6,991,9890.21%+0.04pp5q-7.6%-$61.2M
ADOBE INCADBE$737.7M1,659,0380.21%-0.04pp25q-3.1%-$23.4M
INTERNATIONAL BUSINESS MACHSIBM$735.3M3,344,8880.21%-0.01pp25q-4.6%-$35.7M
MOTOROLA SOLUTIONS INCMSI$718.4M1,554,2520.20%+0.03pp25q+15.7%+$97.4M
PAYPAL HLDGS INCPYPL$712.3M8,345,3190.20%+0.02pp25q-1.5%-$10.7M
MORGAN STANLEYMS$688.8M5,478,7580.19%+0.02pp25q-5.6%-$40.6M
CHIPOTLE MEXICAN GRILL INCCMG$687.1M11,393,9960.19%+0.01pp25q-1.2%-$8.4M
ANALOG DEVICES INCADI$684.3M3,221,0530.19%flat25q+9.0%+$56.6M
THE CIGNA GROUPCI$672.8M2,436,5790.19%-0.06pp25q-3.8%-$26.3M
CARRIER GLOBAL CORPORATIONCARR$670.6M9,824,3670.19%-0.07pp19q-15.9%-$127.1M
CONOCOPHILLIPSCOP$665.1M6,707,1360.19%-0.03pp25q-8.0%-$58.2M
MONDELEZ INTL INCMDLZ$651.0M10,898,5310.18%-0.06pp25q-8.8%-$62.8M
ZOETIS INCZTS$642.1M3,941,0180.18%-0.08pp25q-15.7%-$120.0M
VALERO ENERGY CORPVLO$635.9M5,187,3140.18%-0.04pp25q-9.0%-$63.0M
DEXCOM INCDXCM$632.9M8,138,5220.18%+0.03pp25q+0.6%+$4.0M
AMGEN INCAMGN$631.6M2,423,2750.18%-0.15pp25q-34.2%-$327.7M
BLACKROCK INCBLK$615.4M600,2830.17%-newNEW
CRH PLCCRH$613.7M6,633,0840.17%flat5q-1.3%-$8.0M
SIMON PPTY GROUP INC NEWSPG$612.4M3,555,9400.17%-0.03pp25q-16.6%-$121.5M
VERIZON COMMUNICATIONS INCVZ$609.2M15,233,5010.17%-0.02pp25q-1.4%-$8.4M
CORTEVA INCCTVA$605.8M10,635,1050.17%-0.06pp23q-24.6%-$197.4M
AMERIPRISE FINL INCAMP$605.0M1,136,2200.17%-0.01pp25q-15.8%-$113.7M
WELLTOWER INCWELL$603.8M4,790,7550.17%flat25q-1.0%-$5.9M
THERMO FISHER SCIENTIFIC INCTMO$589.8M1,133,6850.17%-0.05pp25q-8.5%-$55.0M
BRISTOL-MYERS SQUIBB COBMY$589.4M10,420,9450.17%+0.04pp25q+16.1%+$81.7M
T-MOBILE US INCTMUS$588.1M2,664,3280.17%flat23q-8.2%-$52.8M
CROWDSTRIKE HLDGS INCCRWD$576.9M1,686,1470.16%+0.04pp20q+4.0%+$21.9M
GE AEROSPACEGE$576.0M3,453,6510.16%+0.02pp14q+32.1%+$139.9M
CARNIVAL CORPCCL$569.4M22,850,0420.16%+0.07pp25q+33.7%+$143.6M
HCA HEALTHCARE INCHCA$560.0M1,865,7710.16%-0.05pp25q+4.5%+$24.3M
INTERCONTINENTAL EXCHANGE INICE$557.4M3,740,4420.16%-0.03pp25q-9.2%-$56.3M
DUPONT DE NEMOURS INCDD$543.0M7,120,6900.15%-0.03pp23qHELD
ADVANCED MICRO DEVICES INCAMD$540.4M4,473,9270.15%-0.21pp25q-42.4%-$397.3M
NOVO-NORDISK A SNVO$537.2M6,244,9310.15%+0.03pp9q+73.2%+$227.1M
AMPHENOL CORPAPH$528.8M7,614,8080.15%+0.03pp25q+20.8%+$91.0M
AUTOMATIC DATA PROCESSING INADP$526.5M1,798,5790.15%flat25q-4.8%-$26.5M
STRYKER CORPORATIONSYK$525.8M1,460,2950.15%-0.02pp25q-11.4%-$67.4M
DUKE ENERGY CORP NEWDUK$521.3M4,838,7050.15%+0.01pp25q+14.8%+$67.3M
DOVER CORPDOV$513.6M2,737,9630.15%-0.01pp25q-4.4%-$23.4M
ROPER TECHNOLOGIES INCROP$513.1M986,9380.14%-0.03pp25q-10.4%-$59.6M
DEERE & CODE$502.8M1,186,7410.14%-0.01pp25q-6.7%-$36.1M
PTC INCPTC$495.8M2,696,3690.14%flat25q-0.7%-$3.3M
DIGITAL RLTY TR INCDLR$490.9M2,768,1980.14%+0.01pp25q-5.0%-$25.9M
NIKE INCNKE$486.5M6,428,5990.14%flat25q+20.4%+$82.3M
AMERICAN INTL GROUP INCAIG$484.7M6,657,3070.14%-0.05pp23q-26.2%-$171.8M
GILEAD SCIENCES INCGILD$481.1M5,208,3210.14%+0.03pp25q+16.2%+$66.9M
ALLIANT ENERGY CORPLNT$477.4M8,073,0320.13%-0.01pp25q-2.1%-$10.4M
SCHWAB CHARLES CORPSCHW$474.4M6,410,4910.13%-0.10pp25q-50.9%-$490.9M
QUANTA SVCS INCPWR$465.7M1,473,6350.13%+0.01pp23q-1.6%-$7.7M
DIAMONDBACK ENERGY INCFANG$464.8M2,836,9450.13%-0.06pp23q-27.6%-$176.8M
WORKDAY INCWDAY$463.7M1,796,9530.13%-0.01pp24q-12.4%-$65.9M
LAM RESEARCH CORPLRCX$456.3M6,317,5400.13%-newNEW
CHUBB LIMITEDCB$456.1M1,650,8920.13%-0.05pp25q-25.0%-$151.7M
OREILLY AUTOMOTIVE INCORLY$454.9M383,5840.13%-0.01pp25q-8.2%-$40.4M
FLUTTER ENTMT PLCFLUT$454.5M1,751,9660.13%+0.01pp4q-4.2%-$19.9M
SOUTHERN COSO$451.9M5,489,5360.13%-0.03pp25q-11.4%-$58.3M
ARCH CAP GROUP LTDACGL$451.5M4,888,9970.13%-0.02pp23q+1.9%+$8.6M
QUALCOMM INCQCOM$450.5M2,932,2950.13%-0.06pp25q-23.7%-$139.6M
VERISK ANALYTICS INCVRSK$445.5M1,617,6350.13%-0.01pp25q-10.3%-$51.3M
INTEL CORPINTC$445.1M22,197,7290.13%-0.02pp25q+2.7%+$11.6M
ISHARES TRLQD$442.5M4,142,1570.12%+0.11pp21q+796.3%+$393.2M
AMERICAN ELEC PWR CO INCAEP$435.3M4,719,4150.12%-0.01pp25qHELD
APOLLO GLOBAL MGMT INCAPO$429.4M2,599,9360.12%+0.07pp12q+71.4%+$178.8M
VERTEX PHARMACEUTICALS INCVRTX$423.3M1,051,1110.12%+0.02pp25q+33.2%+$105.5M
UNITED RENTALS INCURI$422.1M599,2450.12%-0.02pp25q-3.4%-$15.0M
NORTHROP GRUMMAN CORPNOC$413.0M879,9590.12%flat24q+15.3%+$54.9M
EOG RES INCEOG$410.3M3,347,4540.12%flat25qHELD
MCKESSON CORPMCK$404.2M709,1760.11%+0.01pp25q-4.3%-$18.3M
PFIZER INCPFE$402.2M15,158,9660.11%-0.01pp25q-3.9%-$16.5M
UNITED PARCEL SVCS INCUPS$401.3M3,182,1680.11%-0.02pp23q-10.3%-$46.0M
ATLASSIAN CORPORATIONTEAM$397.3M1,632,2750.11%+0.03pp9q-11.2%-$50.0M
WW GRAINGER INCGWW$396.9M376,5880.11%-0.01pp25q-6.6%-$27.8M
ONEOK INC NEWOKE$395.7M3,941,7000.11%+0.01pp25q-0.8%-$3.1M
PALANTIR TECHNOLOGIES INCPLTR$394.8M5,219,6890.11%+0.06pp15q+6.8%+$25.2M
FIFTH THIRD BANCORPFITB$392.9M9,292,5940.11%flat25qHELD
ISHARES TRIWF$390.0M971,0770.11%+0.02pp25q+15.4%+$52.2M
BLACKSTONE INCBX$389.1M2,256,6040.11%+0.03pp21q+20.2%+$65.4M
BAKER HUGHES COMPANYBKR$377.9M9,211,3640.11%flat25q-9.0%-$37.2M
MICRON TECHNOLOGY INCMU$374.0M4,444,4560.11%-0.05pp25q-19.3%-$89.7M
ALLSTATE CORPALL$371.0M1,924,4150.10%+0.02pp25q+15.2%+$49.1M
HEWLETT PACKARD ENTERPRISE CHPE$371.0M17,374,7830.10%-0.01pp25q-10.2%-$42.1M
WEC ENERGY GROUP INCWEC$370.1M3,935,8570.10%+0.01pp25q+15.4%+$49.5M
AON PLCAON$368.4M1,025,6670.10%+0.03pp5q+32.0%+$89.3M
GENERAL MTRS COGM$367.6M6,900,2820.10%+0.01pp25q-5.4%-$21.1M
UBS GROUP AGUBS$363.3M11,891,9700.10%+0.01pp17q+7.4%+$24.9M
MONSTER BEVERAGE CORP NEWMNST$360.3M6,854,5180.10%-0.02pp25q-16.4%-$70.6M
NVR INCNVR$356.2M43,5540.10%-0.02pp23q+3.7%+$12.8M
ISHARES TRHYG$354.0M4,501,4090.10%flat14qHELD
CHENIERE ENERGY INCLNG$353.9M1,647,0540.10%+0.01pp25q-1.6%-$5.7M
VEEVA SYS INCVEEV$351.9M1,673,7750.10%flat25q-4.9%-$18.1M
KIMCO REALTY CORPKIM$351.5M15,000,1850.10%-0.01pp25q-8.2%-$31.4M
WILLIAMS COS INCWMB$349.5M6,458,2700.10%+0.04pp25q+42.3%+$103.9M
TARGA RES CORPTRGP$349.0M1,955,3160.10%+0.03pp25q+22.0%+$63.0M
AVALONBAY CMNTYS INCAVB$343.7M1,562,2940.10%-0.01pp25q-2.8%-$10.0M
VICI PPTYS INCVICI$343.5M11,759,9880.10%-0.02pp25q-7.8%-$29.2M
METLIFE INCMET$342.5M4,183,3180.10%flat25q-1.0%-$3.6M
CSX CORPCSX$340.1M10,540,3080.10%-0.01pp25q-2.5%-$8.8M
REGENERON PHARMACEUTICALSREGN$338.8M475,6300.10%-0.11pp25q-30.7%-$150.3M
PNC FINL SVCS GROUP INCPNC$336.6M1,745,3820.10%flat25q-3.4%-$11.7M
GEN DIGITAL INCGEN$335.8M12,263,5990.09%+0.01pp21q+17.4%+$49.7M
THE TRADE DESK INCTTD$334.3M2,844,0360.09%+0.02pp25q+22.6%+$61.5M
MOODYS CORPMCO$332.6M702,6060.09%-0.01pp25q-12.6%-$47.8M
HILTON WORLDWIDE HLDGS INCHLT$332.4M1,344,7900.09%flat25q-3.3%-$11.3M
FREEPORT-MCMORAN INCFCX$330.8M8,686,4830.09%-0.03pp25q-2.3%-$8.0M
EVERSOURCE ENERGYES$328.8M5,725,7560.09%-0.02pp23q-2.6%-$8.8M
CADENCE DESIGN SYSTEM INCCDNS$324.8M1,080,9280.09%+0.01pp25q+6.9%+$20.9M
PERMIAN RESOURCES CORPPR$320.5M22,288,8990.09%flat10q-5.2%-$17.5M
NEWMONT CORPNEM$312.5M8,396,4440.09%-0.06pp25q-13.1%-$47.2M
ILLINOIS TOOL WKS INCITW$310.0M1,222,6340.09%-0.01pp25q-6.8%-$22.6M
ISHARES TRIEFA$309.8M4,407,8330.09%flat17q+7.5%+$21.6M
AUTODESK INCADSK$309.7M1,047,8820.09%flat25q-2.7%-$8.7M
LIBERTY MEDIA CORP DELFWONK$307.1M3,313,7900.09%+0.06pp6q+205.4%+$206.5M
ROYAL CARIBBEAN GROUPRCL$307.0M1,330,7390.09%+0.02pp25q-3.9%-$12.4M
WASTE CONNECTIONS INCWCN$307.0M1,789,0740.09%+0.01pp25q+17.0%+$44.6M
HUBBELL INCHUBB$306.5M731,7580.09%-0.03pp25q-27.0%-$113.3M
AIRBNB INCABNB$299.3M2,277,5450.08%+0.04pp17q+69.1%+$122.3M
M & T BK CORPMTB$294.7M1,567,2700.08%+0.02pp25q+22.3%+$53.8M
TRAVELERS COMPANIES INCTRV$294.4M1,222,0530.08%flat25q-4.2%-$13.0M
AXON ENTERPRISE INCAXON$294.0M494,6260.08%+0.03pp24q-0.6%-$1.7M
ECOLAB INCECL$290.4M1,239,2850.08%-0.01pp25q-1.8%-$5.2M
WASTE MGMT INC DELWM$289.5M1,434,5550.08%-0.02pp25q-16.1%-$55.6M
SPOTIFY TECHNOLOGY S ASPOT$288.9M645,7050.08%+0.05pp24q+98.0%+$143.0M
PUBLIC STORAGEPSA$287.1M958,8770.08%-0.02pp25q-2.9%-$8.5M
BECTON DICKINSON & COBDX$285.7M1,259,4370.08%-0.01pp24q-2.0%-$5.7M
INGERSOLL RAND INCIR$283.4M3,132,7540.08%-0.02pp20q-14.6%-$48.3M
MEDTRONIC PLCMDT$283.2M3,545,0190.08%-0.03pp25q-19.2%-$67.2M
L3HARRIS TECHNOLOGIES INCLHX$282.3M1,342,6390.08%flat22q+13.3%+$33.2M
PDD HOLDINGS INCPDD$278.5M2,871,5220.08%-0.02pp23q+6.3%+$16.5M
SHERWIN WILLIAMS COSHW$274.8M808,4740.08%flat25q+8.7%+$22.0M
COPART INCCPRT$271.9M4,738,0070.08%+0.01pp25q-2.9%-$8.1M
COLGATE PALMOLIVE COCL$269.5M2,964,5640.08%-0.02pp24q-5.4%-$15.4M
LULULEMON ATHLETICA INCLULU$268.0M700,8080.08%+0.02pp23q-1.6%-$4.4M
IRON MTN INC DELIRM$267.9M2,548,9700.08%+0.01pp25q+39.0%+$75.2M
GENERAL DYNAMICS CORPGD$267.1M1,013,5810.08%-0.02pp25q-7.3%-$21.1M
NVENT ELEC PLCNVT$257.6M3,778,8950.07%-0.01pp25q-9.6%-$27.4M
CONSTELLATION ENERGY CORPCEG$256.8M1,148,1290.07%flat12q+11.7%+$27.0M
TAKE-TWO INTERACTIVE SOFTWARTTWO$255.6M1,388,3610.07%+0.01pp25q-3.4%-$8.9M
NU HLDGS LTDNU$252.6M24,378,0760.07%-0.02pp7q+6.2%+$14.7M
EXTRA SPACE STORAGE INCEXR$251.6M1,681,9280.07%-0.02pp25q-1.8%-$4.7M
LOCKHEED MARTIN CORPLMT$248.5M511,3120.07%-0.02pp23q-3.5%-$9.0M
VISTRA CORPVST$244.0M1,769,7490.07%+0.02pp23q+10.3%+$22.8M
SEMPRASRE$243.4M2,774,3260.07%+0.01pp23q+10.1%+$22.2M
NXP SEMICONDUCTORS N VNXPI$242.5M1,166,7270.07%-0.01pp25q+3.4%+$7.9M
DELL TECHNOLOGIES INCDELL$241.1M2,092,2950.07%+0.02pp24q+38.8%+$67.5M
REALTY INCOME CORPO$238.7M4,469,6490.07%-0.02pp25q-9.6%-$25.4M
NASDAQ INCNDAQ$238.6M3,086,1730.07%+0.01pp25q+8.0%+$17.7M
FEDEX CORPFDX$237.3M843,5550.07%+0.01pp25q+16.9%+$34.3M
DISCOVER FINL SVCSDFS$236.6M1,365,6600.07%+0.03pp25q+48.1%+$76.8M
VENTAS INCVTR$236.2M4,010,7600.07%flat25q+5.7%+$12.7M
EDWARDS LIFESCIENCES CORPEW$234.7M3,169,8980.07%flat25q-6.4%-$16.0M
DELTA AIR LINES INCDAL$233.2M3,854,4380.07%+0.01pp25q+2.1%+$4.8M
DRAFTKINGS INC NEWDKNG$229.7M6,174,5310.06%-0.01pp11q-3.9%-$9.3M
APPLOVIN CORPAPP$227.4M702,2550.06%+0.04pp11q-10.5%-$26.7M
TE CONNECTIVITY PLCTEL$226.4M1,583,5030.06%flat2q+2.6%+$5.7M
CROWN CASTLE INCCCI$223.8M2,465,8140.06%-0.03pp25q-15.2%-$40.1M
AMEREN CORPAEE$221.7M2,487,0290.06%-0.01pp25q-17.1%-$45.8M
KENVUE INCKVUE$221.2M10,360,0010.06%flat7q+13.1%+$25.6M
HP INCHPQ$218.9M6,707,3770.06%-0.04pp25q-30.5%-$96.0M
EVEREST GROUP LTDEG$216.4M596,9550.06%-0.02pp23q-22.8%-$63.7M
CBRE GROUP INCCBRE$215.8M1,643,9280.06%+0.01pp25q+4.1%+$8.6M
TARGET CORPTGT$215.0M1,590,2150.06%-0.01pp25q-1.5%-$3.2M
KINDER MORGAN INC DELKMI$213.4M7,788,0450.06%+0.02pp25q+39.1%+$60.0M
KLA CORPKLAC$211.7M335,9340.06%-0.02pp25q-3.9%-$8.7M
ALIGN TECHNOLOGY INCALGN$211.3M1,013,1820.06%-0.02pp23q-4.3%-$9.4M
ENBRIDGE INCENB$210.1M4,951,1000.06%flat25q+3.7%+$7.4M
HOWMET AEROSPACE INCHWM$209.7M1,917,1480.06%+0.01pp19q+1.1%+$2.3M
3M COMMM$209.7M1,624,1770.06%flat25q+2.0%+$4.1M
FIDELITY NATL INFORMATION SVFIS$209.4M2,592,7400.06%-0.01pp25q-11.2%-$26.4M
AIR PRODUCTS AND CHEMICALS IAPD$208.3M718,1080.06%+0.02pp25q+38.6%+$58.0M
EXPEDIA GROUP INCEXPE$208.1M1,116,7840.06%+0.01pp25q-4.9%-$10.7M
WEST PHARMACEUTICAL SVSC INCWST$205.0M625,8790.06%+0.01pp23q+1.7%+$3.4M
PRUDENTIAL FINL INCPRU$205.0M1,729,6120.06%flat25qHELD
GE VERNOVA INCGEV$202.2M614,7920.06%+0.02pp3q+5.0%+$9.7M
JOHNSON CONTROLS INTERNATIONJCI$202.1M2,560,6450.06%+0.02pp25q+65.4%+$79.9M
FERGUSON ENTERPRISES INCFERG$199.6M1,148,6220.06%-0.01pp2q-6.8%-$14.5M
D R HORTON INCDHI$198.9M1,422,5700.06%-0.03pp25q-11.4%-$25.5M
ELECTRONIC ARTS INCEA$198.8M1,358,9810.06%flat25qHELD
ROYAL BK CDARY$198.8M1,649,2560.06%flat5qHELD
TENET HEALTHCARE CORPTHC$197.4M1,563,5840.06%-0.02pp23q-5.2%-$10.9M
GODADDY INCGDDY$196.7M996,5380.06%+0.03pp25q+93.0%+$94.8M
HESS CORPHES$196.4M1,476,2940.06%flat25q-4.6%-$9.4M
FERRARI N VRACE$195.6M458,0270.06%flat5q+4.2%+$7.9M
GALLAGHER ARTHUR J & COAJG$193.9M683,2060.05%flat25q+3.5%+$6.6M
FIRST CTZNS BANCSHARES INC DFCNCA$192.9M91,3140.05%flat23q-5.8%-$11.9M
ON HLDG AGONON$192.6M3,515,6470.05%flat14q-2.8%-$5.5M
VERALTO CORPVLTO$192.5M1,889,9350.05%+0.01pp5q+22.1%+$34.9M
KROGER COKR$191.2M3,125,9880.05%+0.01pp25q+6.1%+$10.9M
CINTAS CORPCTAS$189.4M1,036,5940.05%-0.01pp25q-9.7%-$20.5M
CME GROUP INCCME$186.2M801,8950.05%flat25q-3.6%-$6.9M
FOMENTO ECONOMICO MEXICANO SFMX$184.5M2,158,6140.05%flat20q+25.4%+$37.4M
WILLIS TOWERS WATSON PLC LTDWTW$184.4M588,8330.05%flat25q-8.0%-$16.0M
KEYSIGHT TECHNOLOGIES INCKEYS$184.3M1,147,5770.05%flat25q-10.0%-$20.5M
FLEX LTDFLEX$182.7M4,759,0840.05%flat17q-7.0%-$13.8M
ALTRIA GROUP INCMO$182.5M3,491,0990.05%flat25q-3.0%-$5.6M
ISHARES INCIEMG$181.2M3,469,0990.05%flat18q+10.9%+$17.8M
OLD DOMINION FREIGHT LINE INODFL$178.6M1,012,3850.05%-0.01pp23q-2.5%-$4.7M
CONSOLIDATED EDISON INCED$177.8M1,992,8040.05%-0.01pp25q-10.1%-$19.9M
SANOFI SASNY$177.3M3,676,2240.05%-0.01pp9q+1.0%+$1.7M
MARRIOTT INTL INC NEWMAR$176.0M630,9370.05%flat25q-5.9%-$11.0M
EVERGY INCEVRG$171.1M2,779,9820.05%-0.01pp25q-9.6%-$18.2M
EASTGROUP PPTYS INCEGP$170.3M1,061,2470.05%-0.01pp23q-5.4%-$9.8M
BIRKENSTOCK HOLDING PLCBIRK$169.9M2,999,1170.05%+0.01pp5qHELD
HUMANA INCHUM$168.4M663,8210.05%-0.05pp25q-40.8%-$116.0M
WABTECWAB$166.7M879,0920.05%flat24q-8.4%-$15.3M
KRAFT HEINZ COKHC$164.3M5,348,9570.05%-0.01pp23q+1.3%+$2.1M
FIRST SOLAR INCFSLR$164.2M931,7740.05%-0.02pp23q+4.8%+$7.5M
EBAY INC.EBAY$163.3M2,635,6860.05%flat25q+7.6%+$11.6M
REPUBLIC SVCS INCRSG$163.2M811,0970.05%flat25q+9.2%+$13.8M
MATCH GROUP INC NEWMTCH$163.1M4,986,4810.05%-0.02pp19q-16.0%-$31.0M
ITT INCITT$162.8M1,139,3030.05%+0.01pp23q+17.7%+$24.5M
HEICO CORP NEWHEI$162.6M684,0640.05%flat24q-1.2%-$2.0M
EQUITY LIFESTYLE PROPERTIESELS$161.9M2,431,1680.05%-0.02pp25q-26.7%-$59.0M
PG&E CORPPCG$161.0M7,979,8680.05%flat23q+1.8%+$2.8M
KEURIG DR PEPPER INCKDP$160.6M5,000,8470.05%flat23q+16.9%+$23.2M
PULTE GROUP INCPHM$160.5M1,474,2120.05%-0.02pp25q-3.1%-$5.2M
IDEXX LABS INCIDXX$159.0M384,4860.04%-0.01pp25q-6.7%-$11.4M
TRANSDIGM GROUP INCTDG$158.8M125,3050.04%-0.01pp25q-14.9%-$27.9M
COCA-COLA EUROPACIFIC PARTNECCEP$158.2M2,059,6480.04%-0.01pp20q-13.5%-$24.7M
AMETEK INCAME$157.5M873,4750.04%-0.01pp25q-19.2%-$37.3M
DATADOG INCDDOG$157.1M1,099,1690.04%-0.04pp22q-56.9%-$207.1M
ALCON AGALC$155.7M1,834,7910.04%flat5q+5.7%+$8.4M
US BANCORPUSB$155.6M3,252,2340.04%flat25q-1.8%-$2.8M
FIDELITY NATL FINL INCFNF$153.8M2,739,7260.04%-0.01pp25q-6.8%-$11.3M
CENCORA INCCOR$153.8M684,4550.04%-0.01pp25q-10.8%-$18.7M
EQUITY RESIDENTIALEQR$153.4M2,137,4220.04%flat25q+5.9%+$8.5M
BANK MONTREAL MEDIUMBMO$153.2M1,579,0640.04%flat5qHELD
SYNCHRONY FINANCIALSYF$153.2M2,356,8620.04%+0.03pp25q+169.0%+$96.2M
REGENCY CTRS CORPREG$152.6M2,063,8120.04%flat25q-4.1%-$6.6M
REDDIT INCRDDT$152.5M932,9910.04%+0.04pp4q+424.6%+$123.4M
EXELON CORPEXC$151.2M4,015,7100.04%flat25q+7.1%+$10.0M
AMERICAN HOMES 4 RENTAMH$151.0M4,034,8720.04%-0.01pp25q-9.9%-$16.6M
HEALTHPEAK PROPERTIES INCDOC$150.0M7,400,8860.04%flat21q+5.4%+$7.7M
NUSHARES ETF TRNUSB$149.9M5,948,1500.04%+0.01pp4q+36.3%+$40.0M
FORTINET INCFTNT$149.2M1,578,8200.04%+0.01pp25q+2.0%+$3.0M
ZIMMER BIOMET HOLDINGS INCZBH$146.8M1,389,4050.04%+0.03pp25q+191.8%+$96.5M
GRAB HOLDINGS LIMITEDGRAB$146.2M30,965,2950.04%-0.01pp12q-32.0%-$68.7M
FAIR ISAAC CORPFICO$145.2M72,9210.04%flat25q-6.6%-$10.2M
SNOWFLAKE INCSNOW$144.9M938,7300.04%+0.01pp15q-5.5%-$8.4M
NUCOR CORPNUE$144.6M1,238,9940.04%-0.01pp25q+8.0%+$10.7M
FIRSTENERGY CORPFE$143.4M3,604,1620.04%-0.02pp25q-26.1%-$50.7M
AGILENT TECHNOLOGIES INCA$143.2M1,065,5850.04%-0.01pp25q-6.8%-$10.4M
AUTOZONE INCAZO$142.7M44,5650.04%flat25q-7.9%-$12.2M
ELANCO ANIMAL HEALTH INCELAN$142.3M11,754,2610.04%-0.01pp24q-6.9%-$10.6M
TD SYNNEX CORPORATIONSNX$141.9M1,210,0360.04%+0.03pp25q+343.2%+$109.9M
GAMING & LEISURE PGLPI$141.4M2,936,5720.04%flat25q-4.1%-$6.0M
AFLAC INCAFL$141.3M1,366,4320.04%flat25q+1.9%+$2.7M
XCEL ENERGY INCXEL$140.8M2,085,9410.04%flat25q-4.5%-$6.7M
DOORDASH INCDASH$140.7M838,7730.04%flat15q-11.7%-$18.6M
SHELL PLCSHEL$140.5M2,243,2480.04%flat12q-1.4%-$2.0M
CAPITAL ONE FINL CORPCOF$140.2M786,0130.04%+0.01pp25q-2.0%-$2.9M
REGAL REXNORD CORPORATIONRRX$139.6M899,6880.04%+0.02pp25q+79.8%+$61.9M
CAMECO CORPCCJ$138.4M2,693,1580.04%-0.01pp5q-28.4%-$54.8M
WHIRLPOOL CORPWHR$138.4M1,208,7410.04%+0.01pp25q+19.8%+$22.9M
GARTNER INCIT$136.3M281,3830.04%flat25q-4.6%-$6.6M
CHURCH & DWIGHT CO INCCHD$136.0M1,299,1940.04%flat25q+13.0%+$15.7M
CHARTER COMMUNICATIONS INCCHTR$135.3M394,6220.04%flat25q-8.0%-$11.8M
COINBASE GLOBAL INCCOIN$134.6M541,9810.04%+0.01pp11q-1.0%-$1.3M
CUMMINS INCCMI$134.4M385,4750.04%+0.01pp25q+29.4%+$30.5M
GLOBAL PMTS INCGPN$134.3M1,198,0390.04%flat25q-2.7%-$3.7M
CVS HEALTH CORPCVS$134.2M2,990,5620.04%-0.02pp25q-10.3%-$15.4M
TRIMBLE INCTRMB$132.8M1,878,9910.04%flat23q-7.7%-$11.1M
SLB LIMITEDSLB$132.3M3,451,0790.04%-0.01pp25q-6.6%-$9.4M
ILLUMINA INCILMN$131.5M984,1330.04%-0.04pp25q-52.6%-$146.1M
DECKERS OUTDOOR CORPDECK$129.0M635,1400.04%+0.01pp23q+2.9%+$3.6M
ANSYS INCANSS$127.3M377,4110.04%flat25q-1.2%-$1.6M
MARATHON PETE CORPMPC$126.8M908,6780.04%-0.04pp25q-42.2%-$92.6M
MASCO CORPMAS$126.2M1,739,3530.04%-0.01pp25qHELD
WARNER BROS DISCOVERY INCWBD$124.7M11,799,8640.04%+0.01pp11q+33.3%+$31.1M
STAG INDUSTRIAL INCSTAG$124.4M3,679,6410.04%flat25q+5.9%+$6.9M
TRUIST FINL CORPTFC$123.1M2,838,8060.03%flat21q-6.0%-$7.8M
RAYMOND JAMES FINL INCRJF$123.0M791,9140.03%+0.01pp25q+10.7%+$11.9M
FLOWSERVE CORPFLS$122.6M2,131,2320.03%flat23q-9.9%-$13.5M
LIVE NATION ENTERTAINMENT INLYV$122.5M946,1470.03%+0.01pp23q+10.5%+$11.7M
HUBSPOT INCHUBS$121.9M174,9800.03%+0.01pp23q-1.5%-$1.8M
NORFOLK SOUTHN CORPNSC$121.6M518,1700.03%flat25q+4.4%+$5.2M
VERTIV HOLDINGS COVRT$120.9M1,063,8070.03%flat19q-4.9%-$6.2M
PAYCHEX INCPAYX$120.8M861,1910.03%flat25q-1.6%-$1.9M
INVITATION HOMES INCINVH$120.3M3,764,3820.03%flat25q-0.5%-$607.8K
ROSS STORES INCROST$119.3M788,8590.03%flat25q-4.5%-$5.6M
PUBLIC SVC ENTERPRISE GROUPPEG$118.9M1,406,8090.03%flat25q+5.5%+$6.2M
MONOLITHIC PWR SYS INCMPWR$117.8M199,1650.03%-0.02pp25q-2.6%-$3.1M
CIENA CORPCIEN$117.4M1,383,8040.03%+0.01pp23q-3.7%-$4.5M
UNITED THERAPEUTICS CORP DELUTHR$117.0M331,6750.03%flat25q-7.8%-$9.8M
SBA COMMUNICATIONS CORPSBAC$116.7M572,5370.03%-0.02pp25q-20.7%-$30.5M
EXELIXIS INCEXEL$116.5M3,499,9150.03%+0.01pp23q-5.9%-$7.4M
ALEXANDRIA REAL ESTATE EQ INARE$116.4M1,193,4910.03%flat25q+24.1%+$22.6M
STRATEGY INCMSTR$115.6M399,1190.03%+0.01pp25qHELD
VONTIER CORPORATIONVNT$115.2M3,160,0180.03%flat17q-20.0%-$28.8M
FORD MTR COF$115.2M11,637,7500.03%flat25q-4.8%-$5.8M
HARTFORD INSURANCE GROUP INCHIG$114.6M1,047,8870.03%flat25q-4.1%-$4.9M
RELIANCE INCRS$114.4M424,9520.03%flat25q+22.8%+$21.2M
FASTENAL COFAST$114.1M1,586,1240.03%flat24q-7.2%-$8.8M
MSCI INCMSCI$113.5M189,0990.03%-0.01pp25q-20.5%-$29.3M
WESTLAKE CORPORATIONWLK$112.7M983,0900.03%-0.01pp25q+6.3%+$6.7M
HOST HOTELS & RESORTS INCHST$112.0M6,393,7590.03%flat25q-4.7%-$5.5M
CORNING INCGLW$111.9M2,355,5850.03%flat25qHELD
SL GREEN RLTY CORPSLG$111.2M1,636,9070.03%flat12q+3.0%+$3.2M
JEFFERIES FINANCIAL GROUP INJEF$110.9M1,414,7390.03%flat23q-7.6%-$9.2M
TORONTO DOMINION BK ONTTD$110.7M2,079,5050.03%-0.01pp5qHELD
OWENS CORNING NEWOC$110.3M647,7280.03%-0.01pp23q-13.5%-$17.2M
PACCAR INCPCAR$109.9M1,056,0520.03%flat25q-1.9%-$2.1M
COMMVAULT SYS INCCVLT$109.7M726,6980.03%flat23q-5.7%-$6.6M
MID-AMER APT CMNTYS INCMAA$109.4M707,7760.03%+0.01pp25q+39.4%+$30.9M
BLOCK INCXYZ$109.0M1,282,1290.03%-0.05pp23q-70.6%-$262.0M
MERCADOLIBRE INCMELI$109.0M64,0810.03%flat23q+5.7%+$5.9M
PHILLIPS 66PSX$108.8M955,2300.03%-0.02pp25q-27.7%-$41.8M
WEYERHAEUSER COWY$107.7M3,827,4820.03%flat23q+6.4%+$6.5M
BUILDERS FIRSTSOURCE INCBLDR$107.3M750,8690.03%-0.01pp23q-0.5%-$570.9K
CMS ENERGY CORPCMS$107.2M1,608,3920.03%flat25q+2.2%+$2.3M
SUNCOR ENERGY INC NEWSU$107.0M2,998,9210.03%flat5q-0.6%-$606.0K
ALNYLAM PHARMACEUTICALS INCALNY$105.6M448,8810.03%flat23q+1.8%+$1.8M
GLOBE LIFE INCGL$104.2M934,2360.03%flat22q-6.3%-$7.0M
KE HLDGS INCBEKE$103.9M5,643,2710.03%+0.02pp18q+504.2%+$86.7M
LUMENTUM HLDGS INCLITE$103.1M1,228,3710.03%+0.02pp25q+98.9%+$51.3M
REXFORD INDL RLTY INCREXR$103.0M2,663,9690.03%-0.02pp25q-25.2%-$34.7M
ENTERGY CORP NEWETR$102.9M1,356,8340.03%flat25q+83.5%+$46.8M
SPX TECHNOLOGIES INCSPXC$102.7M705,8430.03%flat10q+1.7%+$1.7M
DOMINION ENERGY INCD$101.9M1,892,7730.03%-0.02pp25q-32.4%-$48.8M

Showing the largest 400 of 3,324 positions.

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Software & IT Services 17.3%Semiconductors & Electronics 11.8%Retail & Consumer 9.2%Computer Hardware 7.2%Business Services 5.4%Biotech & Pharma 4.8%Banks & Lending 4.7%Insurance 4.5%Real Estate 3.5%Industrials 3.2%Autos & Aerospace 3.1%Telecom & Media 2.6%Other sectors 18.7%Not classified 4.0%
 
SectorValueShare
Software & IT Services$61.2B17.3%
Semiconductors & Electronics$41.9B11.8%
Retail & Consumer$32.7B9.2%
Computer Hardware$25.5B7.2%
Business Services$19.1B5.4%
Biotech & Pharma$17.2B4.8%
Banks & Lending$16.5B4.7%
Insurance$16.1B4.5%
Real Estate$12.4B3.5%
Industrials$11.2B3.2%
Autos & Aerospace$11.0B3.1%
Telecom & Media$9.0B2.6%
Other sectors$66.2B18.7%
Not classified$14.1B4.0%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q4 2024$354.1B3,324809491,4738931.9%45
Q3 2024$356.2B3,333869831,3008130.2%45
Q2 2024$342.0B3,3282401,2971,23619131.7%40
Q1 2024$337.0B3,279601,0421,3369727.9%43
Q4 2023$311.0B3,3162311,76298511026.1%45
Q3 2023$284.0B3,1951009641,4819025.3%45
Q2 2023$287.4B3,1852841,3291,18421226.1%47
Q1 2023$269.0M3,113551,0371,78910722.8%45
Q4 2022$258.0M3,165799751,9129619.2%45
Q3 2022$246.8B3,182541,0451,7899522.0%45
Q2 2022$258.5B3,2232781,4071,36334921.6%46
Q1 2022$308.6B3,294781,4761,3949922.5%46
Q4 2021$338.0B3,315938602,22010523.2%45
Q3 2021$324.7B3,3271118822,2226722.3%43
Q2 2021$335.5B3,2833061,3711,47832121.5%47
Q1 2021$314.5B3,2981201,1731,7977120.8%47
Q4 2020$295.4B3,2491291,6901,16213022.4%137
Q3 2020$260.1B3,2501151,3181,5336822.6%47
Q2 2020$245.7B3,2032461,3281,43018522.5%56
Q1 2020$205.4B3,142701,5181,2469821.1%44
Q4 2019$263.7B3,170711,0291,73912018.7%45
Q3 2019$247.1B3,219691,3961,4539017.5%45
Q2 2019$253.9B3,2402,232909531817.1%46
Q1 2019$18.7B1,0261153613727317.5%44
Q4 2018$15.8B984000014.9%45

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.