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
2501
– –
-10
2502
$0 ﹤0.01%
12
2503
$0 ﹤0.01%
30
2504
$0 ﹤0.01%
12
2505
$0 ﹤0.01%
43
-3,300
2506
$0 ﹤0.01%
+33
2507
$0 ﹤0.01%
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2508
$0 ﹤0.01%
188
+50
2509
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-5,009
2510
$0 ﹤0.01%
13
-27
2511
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2512
$0 ﹤0.01%
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2513
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10
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2514
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-1,000
2515
$0 ﹤0.01%
4
2516
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23
-11,050
2517
$0 ﹤0.01%
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2518
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2519
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-46,246
2520
$0 ﹤0.01%
609
2521
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-14,951
2522
$0 ﹤0.01%
60
2523
– –
-310
2524
– –
-1,160
2525
– –
-1,168
99 100
101
102 103