Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
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
2976
$40 ﹤0.01%
6
-520
2977
$39 ﹤0.01%
23
2978
$27 ﹤0.01%
9
2979
$23 ﹤0.01%
7
2980
$10 ﹤0.01%
1
-8
2981
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-18
2982
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-477
2983
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-2,500
2985
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2986
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-3,193
2987
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2988
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-8,992
2989
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-500,000
2990
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-6,401
2992
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-33,300
2993
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-300
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-40
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-356
2997
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2998
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2999
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-162
3000
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-21
118 119
120
121 122