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
$20B
AUM Growth
-$5.79B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,132
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$40M
3
+$28.4M
4
EQIX icon
Equinix
EQIX
+$25.3M
5
AMAT icon
Applied Materials
AMAT
+$17.7M

Top Sells

1
+$1.85B
2
+$144M
3
+$109M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$92.3M
5
MSFT icon
Microsoft
MSFT
+$56.1M

Sector Composition

1 Technology 23.66%
2 Financials 11.62%
3 Healthcare 8.63%
4 Communication Services 7.47%
5 Consumer Discretionary 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$10.8M 0.05%
78,317
+218
252
$10.7M 0.05%
91,308
-13,996
253
$10.6M 0.05%
230,425
-14,300
254
$10.6M 0.05%
85,137
+225
255
$10.6M 0.05%
8,948
-77
256
$10.4M 0.05%
42,849
-264
257
$10.4M 0.05%
58,142
-12,599
258
$10.3M 0.05%
+87,500
259
$10.3M 0.05%
17,683
-704
260
$10.3M 0.05%
27,801
-13
261
$10.3M 0.05%
55,971
-3,870
262
$10.1M 0.05%
77,368
+2,125
263
$10.1M 0.05%
139,800
-16,767
264
$10.1M 0.05%
83,475
+5,776
265
$10M 0.05%
87,375
+482
266
$10M 0.05%
97,035
+971
267
$9.94M 0.05%
10,063
-2,804
268
$9.92M 0.05%
130,796
-350
269
$9.88M 0.05%
165,313
-23,735
270
$9.86M 0.05%
193,960
+180
271
$9.73M 0.05%
123,197
-298,895
272
$9.52M 0.05%
109,603
-3,215
273
$9.44M 0.05%
57,060
-3,999
274
$9.41M 0.05%
257,879
-100,093
275
$9.38M 0.05%
130,257
-119,528
9 10
11
12 13