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
301
$8.09M 0.04%
50,628
-815
302
$8.09M 0.04%
146,844
-596
303
$8.09M 0.04%
57,242
-34,530
304
$8.05M 0.04%
4,363
-34
305
$8.01M 0.04%
75,748
-3,508
306
$8.01M 0.04%
30,088
-4,598
307
$7.97M 0.04%
13,712
-5,263
308
$7.97M 0.04%
81,407
-8,627
309
$7.84M 0.04%
37,746
+1,983
310
$7.83M 0.04%
57,147
+12,814
311
$7.69M 0.04%
64,376
-2,116
312
$7.66M 0.04%
54,948
+1,929
313
$7.63M 0.04%
36,442
-2,963
314
$7.63M 0.04%
30,040
+10,065
315
$7.59M 0.04%
111,266
-16,136
316
$7.55M 0.04%
29,228
+1,346
317
$7.52M 0.04%
342,585
+34,285
318
$7.5M 0.04%
135,300
319
$7.49M 0.04%
32,055
+8,093
320
$7.48M 0.04%
140,293
+290
321
$7.47M 0.04%
21,937
+42
322
$7.34M 0.04%
345,415
-39,699
323
$7.32M 0.04%
256,553
-12,418
324
$7.29M 0.04%
89,207
+730
325
$7.28M 0.04%
251,781
+5
11 12
13
14 15