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
2701
$0 ﹤0.01%
+13
2702
$0 ﹤0.01%
+49
2703
– –
-3,800
2704
$0 ﹤0.01%
13
2705
– –
-2,900
2706
– –
-53
2707
– –
-7,000
2708
$0 ﹤0.01%
+2
2709
$0 ﹤0.01%
6
2710
$0 ﹤0.01%
43
2711
$0 ﹤0.01%
+7
2712
$0 ﹤0.01%
+5
2713
$0 ﹤0.01%
+25
2714
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2715
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-12,000
2716
$0 ﹤0.01%
+40
2717
$0 ﹤0.01%
+5
2718
– –
-3
2719
$0 ﹤0.01%
37
2720
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-9
2721
$0 ﹤0.01%
+3
2722
$0 ﹤0.01%
3
-1,600
2723
$0 ﹤0.01%
153
2724
$0 ﹤0.01%
17
-700
2725
– –
-117
107 108
109
110 111