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
2601
$0 ﹤0.01%
+25
2602
$0 ﹤0.01%
56
2603
– –
-254,196
2604
$0 ﹤0.01%
7
2605
$0 ﹤0.01%
49
2606
– –
-465,000
2607
$0 ﹤0.01%
21
2608
$0 ﹤0.01%
+3
2609
– –
-83
2610
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-59,000
2611
– –
-3,366
2612
$0 ﹤0.01%
18
2613
$0 ﹤0.01%
105
2614
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2615
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-101,000
2616
$0 ﹤0.01%
40
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2617
$0 ﹤0.01%
+10
2618
$0 ﹤0.01%
64
2619
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2620
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-505,000
2621
$0 ﹤0.01%
134
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2622
$0 ﹤0.01%
+37
2623
$0 ﹤0.01%
35
-28
2624
$0 ﹤0.01%
4
2625
$0 ﹤0.01%
11
103 104
105
106 107