NFJ INVESTMENT GROUP, LLC Q1 2021 Filing

Filed May 17, 2021

Portfolio Value

$5.0T

Holdings

379

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (379 positions)

#StockSharesValue% PortfolioType
1
AMTAMERICAN TOWER CORP NEW
582,041$139.1B2.79%
2
JPMJPMORGAN CHASE & CO
736,823$112.2B2.25%
3
HDHOME DEPOT INC
333,566$101.8B2.04%
4
LMTLOCKHEED MARTIN CORP
261,750$96.7B1.94%
5
AVGOBROADCOM INC
187,916$87.1B1.75%
6
MSFTMICROSOFT CORP
343,553$81.0B1.63%
7
ALSALLSTATE CORP
676,504$77.7B1.56%
8
ATOATMOS ENERGY CORP
721,852$71.4B1.43%
9
NEENEXTERA ENERGY INC
939,513$71.0B1.43%
10
TMOTHERMO FISHER SCIENTIFIC INC
130,426$59.5B1.19%
11
NSCNORFOLK SOUTHN CORP
218,229$58.6B1.18%
12
COR1EURCORESITE RLTY CORP
470,237$56.4B1.13%
13
LHXL3HARRIS TECHNOLOGIES INC
260,631$52.8B1.06%
14
ELVANTHEM INC
138,360$49.7B1.00%
15
AAPLAPPLE INC
395,707$48.3B0.97%
16
BACBK OF AMERICA CORP
1,232,325$47.7B0.96%
17
OGM1COGENT COMMUNICATIONS HLDGS
659,628$45.4B0.91%
18
TRVCCITIGROUP INC
584,558$42.5B0.85%
19
SUISUN CMNTYS INC
268,691$40.3B0.81%
20
HONHONEYWELL INTL INC
184,813$40.1B0.80%
21
MCDMCDONALDS CORP
178,295$40.0B0.80%
22
ROPROPER TECHNOLOGIES INC
99,017$39.9B0.80%
23
PLDPROLOGIS INC.
376,262$39.9B0.80%
24
MRKMERCK & CO. INC
516,228$39.8B0.80%
25
WECWEC ENERGY GROUP INC
422,281$39.5B0.79%
26
CECELANESE CORP DEL
263,091$39.4B0.79%
27
FNFFIDELITY NATIONAL FINANCIAL
946,997$38.5B0.77%
28
RGLDROYAL GOLD INC
352,225$37.9B0.76%
29
AG8AGILENT TECHNOLOGIES INC
295,181$37.5B0.75%
30
AVYAVERY DENNISON CORP
201,810$37.1B0.74%
31
LDOSLEIDOS HOLDINGS INC
378,438$36.4B0.73%
32
BBYBEST BUY INC
311,637$35.8B0.72%
33
MSCIMSCI INC
84,830$35.6B0.71%
34
TERTERADYNE INC
288,387$35.1B0.70%
35
JNJJOHNSON & JOHNSON
207,182$34.0B0.68%
36
CSCOCISCO SYS INC
656,778$34.0B0.68%
37
DGDOLLAR GEN CORP NEW
161,235$32.7B0.66%
38
DTEDTE ENERGY CO
242,171$32.2B0.65%
39
DOVDOVER CORP
228,632$31.4B0.63%
40
WMWASTE MGMT INC DEL
238,640$30.8B0.62%
41
OGSONE GAS INC
398,402$30.6B0.61%
42
TRUTRANSUNION
339,908$30.6B0.61%
43
ABTABBOTT LABS
249,331$29.9B0.60%
44
CHECHEMED CORP NEW
64,705$29.8B0.60%
45
PHMPULTE GROUP INC
562,048$29.5B0.59%
46
AWCAMERICAN WTR WKS CO INC NEW
194,577$29.2B0.59%
47
GOOGLALPHABET INC
13,904$28.7B0.58%
48
XELXCEL ENERGY INC
426,923$28.4B0.57%
49
PGPROCTER AND GAMBLE CO
203,477$27.6B0.55%
50
AREALEXANDRIA REAL ESTATE EQ IN
166,555$27.4B0.55%
51
MPTMEDICAL PPTYS TRUST INC
1,285,852$27.4B0.55%
52
SPGIS&P GLOBAL INC
74,010$26.1B0.52%
53
UNHUNITEDHEALTH GROUP INC
69,372$25.8B0.52%
54
MSIMOTOROLA SOLUTIONS INC
136,860$25.7B0.52%
55
OKEONEOK INC NEW
502,885$25.5B0.51%
56
CHDCHURCH & DWIGHT INC
288,937$25.2B0.51%
57
GPNGLOBAL PMTS INC
124,536$25.1B0.50%
58
SCCOSOUTHERN COPPER CORP
363,392$24.7B0.49%
59
MRCYMERCURY SYS INC
347,847$24.6B0.49%
60
ABBVABBVIE INC
219,246$23.7B0.48%
61
NDAQNASDAQ INC
158,198$23.3B0.47%
62
NOCNORTHROP GRUMMAN CORP
69,001$22.3B0.45%
63
VLOVALERO ENERGY CORP
311,563$22.3B0.45%
64
AMEAMETEK INC
172,302$22.0B0.44%
65
DWDMORGAN STANLEY
281,654$21.9B0.44%
66
LNTALLIANT ENERGY CORP
398,622$21.6B0.43%
67
FRCBFIRST REP BK SAN FRANCISCO C
127,714$21.3B0.43%
68
BXMTBLACKSTONE MTG TR INC
679,756$21.1B0.42%
69
AMZNAMAZON COM INC
6,716$20.8B0.42%
70
AJGGALLAGHER ARTHUR J & CO
166,084$20.7B0.42%
71
RPMRPM INTL INC
224,955$20.7B0.41%
72
THGHANOVER INS GROUP INC
158,963$20.6B0.41%
73
MPCMARATHON PETE CORP
383,667$20.5B0.41%
74
MASMASCO CORP
327,042$19.6B0.39%
75
POOLPOOL CORP
56,600$19.5B0.39%
76
STESTERIS PLC
101,990$19.4B0.39%
77
NHINATIONAL HEALTH INVS INC
267,522$19.3B0.39%
78
NVDANVIDIA CORPORATION
36,180$19.3B0.39%
79
WMTWALMART INC
142,040$19.3B0.39%
80
CINFCINCINNATI FINL CORP
185,940$19.2B0.38%
81
MRSHMARSH & MCLENNAN COS INC
155,930$19.0B0.38%
82
MTBM & T BK CORP
124,251$18.8B0.38%
83
SWKSTANLEY BLACK & DECKER INC
93,712$18.7B0.38%
84
HRCHILL ROM HLDGS INC
169,149$18.7B0.37%
85
RMERESMED INC
96,072$18.6B0.37%
86
DHID R HORTON INC
208,369$18.6B0.37%
87
TTCTORO CO
175,281$18.1B0.36%
88
EMEEMCOR GROUP INC
158,757$17.8B0.36%
89
MAMASTERCARD INCORPORATED
49,979$17.8B0.36%
90
CITCINTAS CORP
51,763$17.7B0.35%
91
AWMSKYWORKS SOLUTIONS INC
95,278$17.5B0.35%
92
TXNTEXAS INSTRS INC
91,645$17.3B0.35%
93
GNTXGENTEX CORP
480,052$17.1B0.34%
94
CYRUSONE INC
252,433$17.1B0.34%
95
BACVERIZON COMMUNICATIONS INC
290,361$16.9B0.34%
96
SRESEMPRA ENERGY
125,599$16.7B0.33%
97
AZOAUTOZONE INC
11,559$16.2B0.33%
98
GLGLOBE LIFE INC
166,327$16.1B0.32%
99
LOWLOWES COS INC
83,770$15.9B0.32%
100
RSGREPUBLIC SVCS INC
159,513$15.8B0.32%
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