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
451
$4.12M 0.03%
89,075
+2,405
452
$4.11M 0.03%
238,090
-2,147
453
$4.08M 0.03%
51,408
454
$4.07M 0.03%
38,655
+1,507
455
$4.06M 0.03%
73,426
456
$4.05M 0.03%
39,447
-50,125
457
$4.04M 0.03%
27,713
-110
458
$4.04M 0.03%
58,672
+4,891
459
$4M 0.03%
99,830
+31,049
460
$3.98M 0.03%
74,882
+800
461
$3.98M 0.03%
72,345
-155
462
$3.98M 0.03%
142,035
-1,900
463
$3.98M 0.03%
35,205
-17,507
464
$3.97M 0.03%
50,694
+9,040
465
$3.94M 0.03%
22,945
-173
466
$3.93M 0.03%
7,307
-1,768
467
$3.92M 0.03%
139,360
-1,105
468
$3.88M 0.03%
20,233
+2,515
469
$3.88M 0.03%
67,537
-2,795
470
$3.84M 0.03%
130,825
-150
471
$3.84M 0.03%
102,625
+100,825
472
$3.83M 0.03%
15,503
+7,659
473
$3.81M 0.03%
56,505
+514
474
$3.8M 0.03%
96,142
+64,788
475
$3.79M 0.03%
158,108
-6,098
17 18
19
20 21