Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
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
2526
$0 ﹤0.01%
12
2527
$0 ﹤0.01%
43
-3,300
2528
$0 ﹤0.01%
+33
2529
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+56
2530
$0 ﹤0.01%
23
-11,050
2531
$0 ﹤0.01%
210
2532
– –
-500
2533
– –
-46,246
2534
$0 ﹤0.01%
609
2535
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-14,951
2536
$0 ﹤0.01%
60
2537
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-310
2538
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-1,160
2539
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-1,168
2540
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-81,033
2541
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-12,515
2542
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-24
2543
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-49,490
2544
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-330
2545
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-6,300
2546
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-4
2547
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-29,024
2548
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-5,273
2549
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2550
– –
-32,100
100 101
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103 104