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
376
$5.88M 0.03%
118,588
+1,435
377
$5.88M 0.03%
43,204
+6,428
378
$5.85M 0.03%
43,289
+500
379
$5.85M 0.03%
167,411
-16,871
380
$5.79M 0.03%
18,187
+609
381
$5.78M 0.03%
127,899
-137,268
382
$5.76M 0.03%
170,560
-3,112
383
$5.72M 0.03%
238,410
-335,387
384
$5.71M 0.03%
569,434
-64,415
385
$5.68M 0.03%
68,030
386
$5.67M 0.03%
132,965
-5,175
387
$5.67M 0.03%
37,034
-3,466
388
$5.66M 0.03%
11,363
-701
389
$5.61M 0.03%
24,238
+4,914
390
$5.58M 0.03%
55,535
+746
391
$5.54M 0.03%
63,114
-11,562
392
$5.49M 0.03%
113,744
-6,243
393
$5.47M 0.03%
136,473
+11,215
394
$5.47M 0.03%
30,200
-2,612
395
$5.46M 0.03%
58,929
-13,648
396
$5.4M 0.03%
356,403
-15,129
397
$5.37M 0.03%
100,545
+7,570
398
$5.33M 0.03%
21,509
-20
399
$5.31M 0.03%
66,070
-3,200
400
$5.3M 0.03%
49,532
-21
14 15
16
17 18