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
351
$6.05M 0.05%
103,968
+2,659
352
$6.05M 0.05%
71,700
+150
353
$6M 0.05%
13,415
+575
354
$5.99M 0.05%
272,588
-4,404
355
$5.98M 0.05%
76,426
-29,402
356
$5.98M 0.05%
67,602
+541
357
$5.97M 0.05%
130,197
-18,801
358
$5.92M 0.05%
18,547
+2,731
359
$5.92M 0.05%
94,766
+9,089
360
$5.91M 0.05%
71,059
+1,680
361
$5.89M 0.05%
49,921
-8,145
362
$5.88M 0.05%
28,253
+2,008
363
$5.82M 0.05%
178,900
-17,182
364
$5.82M 0.05%
168,225
-4,793
365
$5.82M 0.05%
25,032
+15,073
366
$5.8M 0.05%
33,621
+12,017
367
$5.75M 0.05%
78,830
-110
368
$5.75M 0.05%
159,433
+950
369
$5.71M 0.04%
64,991
+15,391
370
$5.64M 0.04%
156,480
+5,021
371
$5.63M 0.04%
17,290
+505
372
$5.62M 0.04%
87,361
+3,490
373
$5.62M 0.04%
17,650
+1,575
374
$5.59M 0.04%
201,267
+25,447
375
$5.57M 0.04%
35,917
+630
13 14
15
16 17