Titelia

Holdings of Nationwide BNY Mellon Dynamic U.S. Equity Income Fund

Nationwide Mutual Funds · Original filing · Compare with another fund · Report an error

Net assets
816.3M $ including 749.1M $ in equities, 91.8 %
Positions
74 in 4 countries
Top ten
28.5 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1UnitedHealth Group Inc 78,92929.2M $3.58 %
2Cisco Systems, Inc. 298,25627.3M $3.34 %
3Texas Instruments Inc 87,01124.5M $3.00 %
4Amazon.com Inc 89,92823.8M $2.92 %
5JPMorgan Chase & Co 73,73023.1M $2.83 %
6Berkshire Hathaway Inc 46,53322M $2.70 %
7Assurant Inc 91,58721.6M $2.65 %
8Applied Materials Inc 52,31720.6M $2.53 %
9Johnson & Johnson 89,64920.6M $2.52 %
10Fifth Third Bancorp 386,10419.6M $2.40 %
11Exxon Mobil Corp 125,28819.3M $2.37 %
12SLB Ltd 339,01419.3M $2.36 %
13Omnicom Group Inc 232,84317.9M $2.19 %
14Citigroup Inc 119,06615.2M $1.87 %
15Colgate-Palmolive Co 177,70615.2M $1.86 %
16Morgan Stanley 76,19714.5M $1.78 %
17L3Harris Technologies Inc 40,19312.9M $1.58 %
18Delta Air Lines Inc 186,93512.7M $1.56 %
19Newmont Corp 110,94312.3M $1.51 %
20First Horizon Corp 474,39211.8M $1.45 %
21CSX Corp 259,42611.8M $1.44 %
22Aon PLC 36,25111.3M $1.38 %
23Thermo Fisher Scientific Inc 23,48711.2M $1.38 %
24Bristol-Myers Squibb Co 185,25011.2M $1.38 %
25Elevance Health Inc 29,17711M $1.35 %
26Dover Corp 46,72110.6M $1.30 %
27Diamondback Energy Inc 49,67310.2M $1.25 %
28Chubb Ltd 31,15210.2M $1.25 %
29Packaging Corp of America 45,7929.8M $1.20 %
30Phillips 66 50,5269.1M $1.11 %
31Caterpillar Inc 9,9678.9M $1.09 %
32Ford Motor Co 711,9468.6M $1.05 %
33CRH PLC 70,2398.3M $1.02 %
34Old Republic International Corp 203,2358.1M $0.99 %
35American International Group Inc 104,9517.9M $0.96 %
36FedEx Corp 19,2747.8M $0.95 %
37Carlisle Cos Inc 21,8117.7M $0.95 %
38Voya Financial Inc 93,9777.7M $0.94 %
39AT&T Inc 292,5217.6M $0.94 %
40Target Corp 57,4517.5M $0.91 %
41Medtronic PLC 90,8967.4M $0.90 %
42Hubbell Inc 14,4117.3M $0.90 %
43Freeport-McMoRan Inc 121,9867M $0.86 %
44Weyerhaeuser Co 280,7686.9M $0.84 %
45Capital One Financial Corp 34,6526.6M $0.81 %
46Gilead Sciences Inc 49,2376.4M $0.79 %
47Goldman Sachs Group Inc/The 6,9486.4M $0.79 %
48Regal Rexnord Corp 28,3686.1M $0.75 %
49Deckers Outdoor Corp 59,3076.1M $0.74 %
50CME Group Inc 20,3735.9M $0.72 %
51Walt Disney Co/The 56,5005.9M $0.72 %
52NRG Energy Inc 36,8665.7M $0.70 %
53Pfizer Inc 214,5845.7M $0.70 %
54Constellation Energy Corp. 17,8275.6M $0.68 %
55Honeywell International Inc 25,5625.5M $0.67 %
56Marathon Petroleum Corp 21,9895.5M $0.67 %
57Truist Financial Corp 105,2955.4M $0.66 %
58Las Vegas Sands Corp 99,2555.4M $0.66 %
59Dominion Energy Inc 81,9665.3M $0.65 %
60Dolby Laboratories Inc 81,2445.2M $0.64 %
61EQT Corp 84,5765.1M $0.62 %
62International Business Machines Corp. 21,8515M $0.62 %
63Lowe's Cos Inc 19,1654.6M $0.56 %
64Charles Schwab Corp/The 49,0474.5M $0.55 %
65Seagate Technology Holdings PLC 6,4174.3M $0.53 %
66CNH Industrial NV 400,6924.3M $0.53 %
67Marvell Technology Inc 24,7924.1M $0.50 %
68Ferguson Enterprises Inc 14,6203.9M $0.48 %
69Emerson Electric Co. 27,7623.9M $0.48 %
70Columbia Banking System Inc 128,9273.8M $0.47 %
71Estee Lauder Cos Inc/The 48,6263.7M $0.46 %
72Vodafone Group PLC 235,4623.7M $0.46 %
73International Paper Co 112,4693.4M $0.42 %
74Alcon AG 44,9603.4M $0.41 %

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Sector breakdown

  • Financials 20.4 %
  • Health care 13.7 %
  • Technology 11.5 %
  • Industrials 11.4 %
  • Energy 9.1 %
  • Materials 6.4 %
  • Consumer discretionary 5.9 %
  • Communication 4.2 %
  • Consumer staples 2.5 %
  • Utilities 2.2 %
  • Unattributed 12.7 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 98.5 %
  • Netherlands 0.6 %
  • United Kingdom 0.5 %
  • Switzerland 0.4 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States71737.8M $98.48 %
2Netherlands14.3M $0.57 %
3United Kingdom13.7M $0.50 %
4Switzerland13.4M $0.45 %
Cite this page

Titelia. "Holdings of Nationwide BNY Mellon Dynamic U.S. Equity Income Fund". https://titelia.com/en/funds/S000066380