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
276
$8.45M 0.07%
53,394
-3,921
277
$8.43M 0.07%
203,195
-170,190
278
$8.41M 0.07%
58,581
-1,434
279
$8.37M 0.07%
89,715
-18,735
280
$8.29M 0.07%
201,984
+5,445
281
$8.27M 0.06%
423,398
+14,405
282
$8.07M 0.06%
60,985
+797
283
$8.02M 0.06%
34,706
+651
284
$7.95M 0.06%
131,939
+146
285
$7.94M 0.06%
24,969
+266
286
$7.9M 0.06%
58,473
+3,281
287
$7.79M 0.06%
74,261
+3,069
288
$7.79M 0.06%
38,116
+67
289
$7.76M 0.06%
36,725
+334
290
$7.71M 0.06%
43,002
+21,927
291
$7.69M 0.06%
47,600
+405
292
$7.62M 0.06%
63,757
-6,134
293
$7.6M 0.06%
62,206
-2,126
294
$7.59M 0.06%
241,419
+115,539
295
$7.59M 0.06%
25,864
-315
296
$7.53M 0.06%
498,585
-3,812
297
$7.53M 0.06%
137,652
-3,450
298
$7.42M 0.06%
147,432
-234,524
299
$7.41M 0.06%
56,533
+2,210
300
$7.31M 0.06%
297,809
+12,137
10 11
12
13 14