Pricing

NEXTCAPITAL ADVISERS, INC.

0 followers ·
CHICAGO IL Investment Advisor
13F Summary
Nextcapital Advisers is based out of Chicago. Nextcapital Advisers is a large advisory firm with 48559 clients and discretionary assets under management (AUM) of $5,804,896,945 (Form ADV from 2022-09-26). Whalewisdom has at least 21 13F filings The firm last filed a Form D notice of exempt offering of securities on 2018-03-16. The notice included securities offered of Equity

2022-09-30

Top Buys (13F)

Name % Change

2022-09-30

Top Sells (13F)

Name % Change

2022-09-30

13F Holdings Summary

2022-09-30

13F Activity

Market Value $0, Prior: $5.15b
New Purchases 0 stocks
Added To 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks
Top 10 Holdings % %
Turnover %[1] %
Turnover Alt %[2] %
Time Held Top 20 quarters
Time Held Top 10 quarters
Time Held All quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2022-09-30

13F Sector Allocation Over Time

2022-09-30

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-09-30

Portfolio Performance