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
301
$7.3M 0.06%
155,330
+15,945
302
$7.28M 0.06%
43,687
+2,038
303
$7.27M 0.06%
163,751
+3,865
304
$7.25M 0.06%
51,462
+3,380
305
$7.24M 0.06%
149,725
+395
306
$7.16M 0.06%
131,822
-33,363
307
$7.15M 0.06%
92,940
-383
308
$7.13M 0.06%
127,589
+7,494
309
$7.07M 0.06%
35,884
-1,880
310
$7.03M 0.06%
57,838
+1,331
311
$6.94M 0.05%
141,580
+11,860
312
$6.94M 0.05%
59,712
+2,993
313
$6.91M 0.05%
418,954
+7,895
314
$6.9M 0.05%
156,258
+4,925
315
$6.86M 0.05%
43,550
-2,113
316
$6.84M 0.05%
368,718
-19,549
317
$6.8M 0.05%
132,396
+5,492
318
$6.8M 0.05%
50,256
+924
319
$6.79M 0.05%
130,460
+14,000
320
$6.76M 0.05%
89,113
+9,541
321
$6.74M 0.05%
98,134
+9,787
322
$6.67M 0.05%
45,449
+358
323
$6.67M 0.05%
1,197
+25
324
$6.64M 0.05%
70,721
+31,504
325
$6.6M 0.05%
135,300
11 12
13
14 15