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
501
$3.45M 0.03%
97,743
-94,295
502
$3.44M 0.03%
59,789
-11,415
503
$3.44M 0.03%
91,612
-25,102
504
$3.4M 0.03%
97,426
+69
505
$3.39M 0.03%
47,212
506
$3.39M 0.03%
123,625
+10,499
507
$3.37M 0.03%
11,094
+1,775
508
$3.37M 0.03%
16,624
-8,008
509
$3.36M 0.03%
52,825
+51,625
510
$3.31M 0.03%
104,425
+4,141
511
$3.29M 0.03%
37,310
+500
512
$3.27M 0.03%
16,420
-3,313
513
$3.26M 0.03%
51,624
+2,910
514
$3.17M 0.02%
22,502
+1,014
515
$3.15M 0.02%
35,370
+640
516
$3.15M 0.02%
28,182
-537
517
$3.15M 0.02%
251,215
-2,881
518
$3.14M 0.02%
23,480
+1,610
519
$3.12M 0.02%
46,700
520
$3.12M 0.02%
22,000
-2,299
521
$3.12M 0.02%
39,583
522
$3.11M 0.02%
175,895
+45
523
$3.11M 0.02%
45,335
-34,605
524
$3.09M 0.02%
91,495
+3,290
525
$3.09M 0.02%
24,065
+498
19 20
21
22 23