Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $25.9B
1-Year Est. Return 23.14%
This Quarter Est. Return
1 Year Est. Return
+23.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.8B
AUM Growth
+$89.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,833
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.91M
3
+$7.03M
4
VZ icon
Verizon
VZ
+$6.99M
5
GEHC icon
GE HealthCare
GEHC
+$6.42M

Top Sells

1
+$87.9M
2
+$69.9M
3
+$49.2M
4
BIDU icon
Baidu
BIDU
+$28.5M
5
CCI icon
Crown Castle
CCI
+$28.5M

Sector Composition

1 Technology 23.54%
2 Healthcare 12.75%
3 Financials 11.59%
4 Consumer Discretionary 9.05%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11.8M 0.09%
110,904
+1,728
227
$11.7M 0.09%
80,691
+1,513
228
$11.7M 0.09%
733,144
+133,754
229
$11.6M 0.09%
124,500
-584
230
$11.6M 0.09%
389,181
+4,619
231
$11.6M 0.09%
32,371
-2,480
232
$11.5M 0.09%
138,482
-2,890
233
$11.4M 0.09%
90,410
+5,305
234
$11.3M 0.09%
206,601
-2,448
235
$11.2M 0.09%
209,621
+2,209
236
$11.1M 0.09%
102,648
+50
237
$11.1M 0.09%
96,931
-10,639
238
$11M 0.09%
158,500
+6,040
239
$11M 0.09%
240,133
+980
240
$11M 0.09%
98,894
-11,933
241
$10.9M 0.09%
129,237
+31,464
242
$10.8M 0.08%
162,742
-41,201
243
$10.8M 0.08%
142,637
-26,700
244
$10.8M 0.08%
110,251
-559
245
$10.7M 0.08%
69,451
-1,441
246
$10.6M 0.08%
244,253
+21,460
247
$10.6M 0.08%
79,376
+1,805
248
$10.3M 0.08%
386,146
-8,018
249
$10.2M 0.08%
96,841
+9,631
250
$10.2M 0.08%
13,827
+1,605
8 9
10
11 12