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
251
$10.2M 0.08%
175,353
+93,984
252
$10M 0.08%
66,106
+50
253
$10M 0.08%
76,302
-3,118
254
$9.94M 0.08%
318,321
-214,291
255
$9.94M 0.08%
788,918
+71,007
256
$9.89M 0.08%
140,047
-988
257
$9.88M 0.08%
280,020
+3,285
258
$9.81M 0.08%
46,620
-3,466
259
$9.65M 0.08%
256,170
+2,945
260
$9.64M 0.08%
357,340
-58
261
$9.62M 0.08%
154,147
+600
262
$9.55M 0.07%
48,645
+3,029
263
$9.38M 0.07%
99,410
+23,946
264
$9.15M 0.07%
70,812
+352
265
$9.03M 0.07%
233,556
+66,750
266
$8.89M 0.07%
24,836
+2,462
267
$8.86M 0.07%
78,471
-1,399
268
$8.8M 0.07%
28,423
-1,831
269
$8.77M 0.07%
238,957
-11,010
270
$8.77M 0.07%
165,660
+17,698
271
$8.74M 0.07%
193,400
+27,000
272
$8.7M 0.07%
24,523
+436
273
$8.6M 0.07%
141,324
+3,602
274
$8.51M 0.07%
112,602
-424
275
$8.51M 0.07%
25,452
+4,195
9 10
11
12 13