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
26
$70.7M 0.55%
1,732,099
-29,597
27
$69.4M 0.54%
373,218
-586
28
$68.6M 0.54%
1,069,460
+91,930
29
$67.5M 0.53%
1,088,044
-43,052
30
$66.8M 0.52%
2,336,716
+7,310
31
$65.6M 0.51%
706,486
+2,666
32
$64.7M 0.51%
231,535
+913
33
$64M 0.5%
1,301,214
+18,303
34
$63.4M 0.5%
310,074
+21,656
35
$62.7M 0.49%
162,722
-1,564
36
$62.5M 0.49%
125,711
+300
37
$60.4M 0.47%
1,592,257
+61,315
38
$59.8M 0.47%
168,303
+30,346
39
$58.3M 0.46%
582,522
-17,328
40
$57.8M 0.45%
1,672,440
+72,760
41
$55M 0.43%
1,126,893
-20,000
42
$54.1M 0.42%
533,789
-1,768
43
$52M 0.41%
423,864
+3,507
44
$51.5M 0.4%
1,323,314
+179,860
45
$49.8M 0.39%
111,709
+371
46
$49.7M 0.39%
174,017
+2,158
47
$49.5M 0.39%
221,405
+3,930
48
$48.3M 0.38%
199,659
-15,880
49
$47.6M 0.37%
237,842
-3,137
50
$46.4M 0.36%
473,453
+8,188
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2
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