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
376
$5.54M 0.04%
68,763
+28,900
377
$5.53M 0.04%
66,446
+11,690
378
$5.51M 0.04%
197,258
+9,503
379
$5.51M 0.04%
108,901
-34,206
380
$5.49M 0.04%
245,888
+17,263
381
$5.48M 0.04%
75,262
-10,089
382
$5.45M 0.04%
10,888
-3,399
383
$5.42M 0.04%
129,480
+5,811
384
$5.42M 0.04%
37,246
+16,176
385
$5.4M 0.04%
13,006
+675
386
$5.39M 0.04%
155,179
+58,234
387
$5.39M 0.04%
92,417
-3,838
388
$5.37M 0.04%
48,334
-80
389
$5.36M 0.04%
331,513
+39,423
390
$5.35M 0.04%
63,484
+5
391
$5.34M 0.04%
168,417
+38,816
392
$5.32M 0.04%
47,461
+2,185
393
$5.29M 0.04%
150,000
+31,897
394
$5.28M 0.04%
73,095
+14,365
395
$5.21M 0.04%
15,209
-477
396
$5.2M 0.04%
96,036
-108,927
397
$5.17M 0.04%
53,308
+19,575
398
$5.15M 0.04%
25,405
+913
399
$5.12M 0.04%
50,289
-2,400
400
$5.1M 0.04%
30,858
+1,315
14 15
16
17 18