NFJ INVESTMENT GROUP, LLC Q3 2021 Filing

Filed November 12, 2021

Portfolio Value

$5.1T

Holdings

368

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (368 positions)

#StockSharesValue% PortfolioType
1
AMTAMERICAN TOWER CORP NEW
545,664$144.8B2.84%
2
JPMJPMORGAN CHASE & CO
742,034$121.5B2.38%
3
HDHOME DEPOT INC
313,909$103.0B2.02%
4
AVGOBROADCOM INC
197,806$95.9B1.88%
5
MSFTMICROSOFT CORP
323,766$91.3B1.79%
6
NEENEXTERA ENERGY INC
1,142,666$89.7B1.76%
7
LMTLOCKHEED MARTIN CORP
227,189$78.4B1.54%
8
ATOATMOS ENERGY CORP
868,370$76.6B1.50%
9
ALSALLSTATE CORP
584,131$74.4B1.46%
10
TERTERADYNE INC
594,271$64.9B1.27%
11
AAPLAPPLE INC
429,958$60.8B1.19%
12
BBYBEST BUY INC
547,762$57.9B1.13%
13
NSCNORFOLK SOUTHN CORP
237,341$56.8B1.11%
14
COR1EURCORESITE RLTY CORP
407,498$56.5B1.11%
15
GPNGLOBAL PMTS INC
357,945$56.4B1.11%
16
MRKMERCK & CO INC
740,645$55.6B1.09%
17
TXNTEXAS INSTRS INC
284,125$54.6B1.07%
18
TMOTHERMO FISHER SCIENTIFIC INC
94,150$53.8B1.05%
19
BACBK OF AMERICA CORP
1,230,700$52.2B1.02%
20
LHXL3HARRIS TECHNOLOGIES INC
219,692$48.4B0.95%
21
KNSLKINSALE CAP GROUP INC
288,953$46.7B0.92%
22
PLDPROLOGIS INC.
362,326$45.4B0.89%
23
SUISUN CMNTYS INC
235,611$43.6B0.85%
24
MCDMCDONALDS CORP
177,386$42.8B0.84%
25
OGM1COGENT COMMUNICATIONS HLDGS
591,947$41.9B0.82%
26
TRVCCITIGROUP INC
595,857$41.8B0.82%
27
MKTXMARKETAXESS HLDGS INC
97,725$41.1B0.81%
28
JNJJOHNSON & JOHNSON
237,060$38.3B0.75%
29
CECELANESE CORP DEL
253,086$38.1B0.75%
30
AMZNAMAZON COM INC
11,417$37.5B0.73%
31
MSCIMSCI INC
58,985$35.9B0.70%
32
WECWEC ENERGY GROUP INC
405,782$35.8B0.70%
33
GOOGLALPHABET INC
13,196$35.3B0.69%
34
ELVANTHEM INC
94,583$35.3B0.69%
35
RGLDROYAL GOLD INC
368,195$35.2B0.69%
36
NVDANVIDIA CORPORATION
161,223$33.4B0.65%
37
DGDOLLAR GEN CORP NEW
156,353$33.2B0.65%
38
CHDCHURCH & DWIGHT INC
397,216$32.8B0.64%
39
FNFFIDELITY NATIONAL FINANCIAL
720,899$32.7B0.64%
40
LDOSLEIDOS HOLDINGS INC
337,476$32.4B0.64%
41
UNPUNION PAC CORP
163,554$32.1B0.63%
42
ROPROPER TECHNOLOGIES INC
71,655$32.0B0.63%
43
TRUTRANSUNION
280,176$31.5B0.62%
44
CSCOCISCO SYS INC
567,692$30.9B0.61%
45
AREALEXANDRIA REAL ESTATE EQ IN
159,932$30.6B0.60%
46
ABTABBOTT LABS
255,566$30.2B0.59%
47
SMGSCOTTS MIRACLE-GRO CO
205,498$30.1B0.59%
48
POOLPOOL CORP
68,898$29.9B0.59%
49
MAMASTERCARD INCORPORATED
85,881$29.9B0.59%
50
PGPROCTER AND GAMBLE CO
211,575$29.6B0.58%
51
MCXMCCORMICK & CO INC
360,489$29.2B0.57%
52
CHECHEMED CORP NEW
61,910$28.8B0.56%
53
DTEDTE ENERGY CO
253,963$28.4B0.56%
54
OKEONEOK INC NEW
487,012$28.2B0.55%
55
DWDMORGAN STANLEY
287,019$27.9B0.55%
56
AWCAMERICAN WTR WKS CO INC NEW
161,272$27.3B0.53%
57
FICOFAIR ISAAC CORP
66,387$26.4B0.52%
58
JKHYHENRY JACK & ASSOC INC
156,757$25.7B0.50%
59
UNHUNITEDHEALTH GROUP INC
65,491$25.6B0.50%
60
MPTMEDICAL PPTYS TRUST INC
1,261,373$25.3B0.50%
61
WMWASTE MGMT INC DEL
164,092$24.5B0.48%
62
CABOCABLE ONE INC
13,478$24.4B0.48%
63
ABBVABBVIE INC
223,787$24.1B0.47%
64
HONHONEYWELL INTL INC
110,240$23.4B0.46%
65
AMDADVANCED MICRO DEVICES INC
219,349$22.6B0.44%
66
WSTWEST PHARMACEUTICAL SVSC INC
51,858$22.0B0.43%
67
MRCYMERCURY SYS INC
460,906$21.9B0.43%
68
CDNSCADENCE DESIGN SYSTEM INC
140,703$21.3B0.42%
69
XELXCEL ENERGY INC
338,411$21.2B0.41%
70
MPCMARATHON PETE CORP
335,901$20.8B0.41%
71
FRCBFIRST REP BK SAN FRANCISCO C
105,216$20.3B0.40%
72
WMTWALMART INC
144,819$20.2B0.40%
73
AMEAMETEK INC
161,459$20.0B0.39%
74
CITCINTAS CORP
52,389$19.9B0.39%
75
OGSONE GAS INC
304,401$19.3B0.38%
76
MUMICRON TECHNOLOGY INC
270,231$19.2B0.38%
77
SPGIS&P GLOBAL INC
44,659$19.0B0.37%
78
PHMPULTE GROUP INC
410,561$18.9B0.37%
79
DPZDOMINOS PIZZA INC
39,318$18.8B0.37%
80
STESTERIS PLC
91,240$18.6B0.37%
81
ESEVERSOURCE ENERGY
220,101$18.0B0.35%
82
VLOVALERO ENERGY CORP
250,815$17.7B0.35%
83
SCCOSOUTHERN COPPER CORP
312,450$17.5B0.34%
84
GLGLOBE LIFE INC
197,005$17.5B0.34%
85
BACVERIZON COMMUNICATIONS INC
320,763$17.3B0.34%
86
THGHANOVER INS GROUP INC
131,820$17.1B0.33%
87
BLDTOPBUILD CORP
83,228$17.0B0.33%
88
GNTXGENTEX CORP
516,827$17.0B0.33%
89
HESHESS CORP
213,215$16.7B0.33%
90
NOCNORTHROP GRUMMAN CORP
45,447$16.4B0.32%
91
AMEDAMEDISYS INC
109,673$16.4B0.32%
92
BALLBALL CORP
181,449$16.3B0.32%
93
RMERESMED INC
61,600$16.2B0.32%
94
MASMASCO CORP
289,030$16.1B0.31%
95
RPMRPM INTL INC
205,972$16.0B0.31%
96
EMEEMCOR GROUP INC
137,620$15.9B0.31%
97
RSRELIANCE STEEL & ALUMINUM CO
110,917$15.8B0.31%
98
BXMTBLACKSTONE MTG TR INC
517,439$15.7B0.31%
99
CMICUMMINS INC
69,255$15.6B0.30%
100
AZOAUTOZONE INC
9,123$15.5B0.30%
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