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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.96 | 0.96 | 0.00 |
Shares | 84.42 | 84.42 | 0.00 |
Bonds | 9.81 | 10.35 | 0.54 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.19 | 0.19 | 0.00 |
Other | 4.61 | 4.62 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.71 | 17.42 |
Price to Book | 2.86 | 2.63 |
Price to Sales | 1.96 | 1.92 |
Price to Cash Flow | 11.53 | 10.87 |
Dividend Yield | 1.93 | 2.10 |
5 Years Earnings Growth | 9.41 | 10.44 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.00 | 22.39 |
Financial Services | 16.29 | 16.61 |
Healthcare | 11.94 | 11.51 |
Industrials | 11.16 | 11.32 |
Consumer Cyclical | 11.06 | 10.87 |
Communication Services | 6.90 | 7.24 |
Consumer Defensive | 5.78 | 6.15 |
Basic Materials | 3.43 | 3.79 |
Utilities | 3.07 | 2.63 |
Energy | 3.05 | 3.97 |
Real Estate | 2.34 | 3.51 |
Number of long holdings: 20
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nuveen International Eq W | - | 12.83 | - | - | |
Nuveen Large Cap Growth W | - | 9.63 | - | - | |
Nuveen Growth Opportunities ETF | - | 9.59 | - | - | |
Nuveen Core Equity W | - | 8.27 | - | - | |
Nuveen Dividend Growth R6 | - | 8.26 | - | - | |
Nuveen Dividend Value R6 | - | 8.17 | - | - | |
Nuveen Large Cap Value W | - | 8.16 | - | - | |
Nuveen International Opps W | - | 7.71 | - | - | |
Nuveen Core Bond W | - | 5.20 | - | - | |
Nuveen Emerging Markets Eq W | - | 5.08 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
TIAA-CREF Lifecycle Index 2040 Inst | 10.06B | 8.95 | 14.39 | 9.25 | ||
TIAA-CREF Lifecycle Index 2035 Inst | 9.45B | 8.22 | 12.81 | 8.45 | ||
TIAA-CREF Bond Index Institutional | 8.93B | 4.00 | 2.54 | 1.65 | ||
TIAA-CREF Lifecycle Index 2045 Inst | 8.78B | 9.46 | 15.41 | 9.82 | ||
TIAA-CREF Lifecycle Index 2030 Inst | 8.52B | 7.70 | 11.47 | 7.74 |
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