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
2526
– –
-81,033
2527
– –
-12,515
2528
– –
-385,076
2529
– –
-24
2530
– –
-49,490
2531
– –
-330
2532
– –
-6,300
2533
– –
-4
2534
– –
-29,024
2535
– –
-5,273
2536
– –
-798
2537
– –
-32,100
2538
– –
-193,665
2539
– –
-205,799
2540
– –
-39,545
2541
– –
-189,807
2542
– –
-33
2543
– –
-650
2544
– –
-48
2545
– –
-868
2546
– –
-20,140
2547
– –
-25,340
2548
– –
-50
2549
– –
-98,618
2550
– –
-19,165
100 101
102
103 104