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
2826
$432 ﹤0.01%
+14
2827
$431 ﹤0.01%
164
+26
2828
$427 ﹤0.01%
482
2829
$425 ﹤0.01%
5
2830
$422 ﹤0.01%
+77
2831
$420 ﹤0.01%
112
-172
2832
$420 ﹤0.01%
+31
2833
$419 ﹤0.01%
928
-565
2834
$418 ﹤0.01%
33
-277
2835
$414 ﹤0.01%
847
-1,753
2836
$414 ﹤0.01%
+295
2837
$413 ﹤0.01%
+21
2838
$410 ﹤0.01%
+16
2839
$408 ﹤0.01%
40
+30
2840
$405 ﹤0.01%
4
2841
$405 ﹤0.01%
10
-1,850
2842
$405 ﹤0.01%
+121
2843
$404 ﹤0.01%
63
+38
2844
$397 ﹤0.01%
13
2845
$395 ﹤0.01%
105
-272
2846
$394 ﹤0.01%
63
2847
$393 ﹤0.01%
21
2848
$393 ﹤0.01%
339
-500
2849
$393 ﹤0.01%
345
2850
$392 ﹤0.01%
14
+13
112 113
114
115 116