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
$13.3B
AUM Growth
+$13.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,413
New
Increased
Reduced
Closed

Top Buys

1
+$297M
2
+$295M
3
+$51.8M
4
NTES icon
NetEase
NTES
+$51.7M
5
JD icon
JD.com
JD
+$44.9M

Top Sells

1
+$41.5M
2
+$38.6M
3
+$29.7M
4
V icon
Visa
V
+$21.2M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$16.7M

Sector Composition

1 Technology 19.04%
2 Healthcare 12.16%
3 Financials 11.56%
4 Communication Services 9.82%
5 Consumer Discretionary 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$3M 0.02%
74,550
527
$2.99M 0.02%
26,035
-10
528
$2.99M 0.02%
8,216
+1,140
529
$2.98M 0.02%
41,575
+1,665
530
$2.97M 0.02%
24,780
-2,847
531
$2.96M 0.02%
43,000
532
$2.96M 0.02%
76,690
-7,346
533
$2.96M 0.02%
61,955
+49,555
534
$2.93M 0.02%
115,392
-14,676
535
$2.93M 0.02%
102,854
-10,708
536
$2.92M 0.02%
14,750
+13,400
537
$2.9M 0.02%
+103,768
538
$2.89M 0.02%
82,598
539
$2.87M 0.02%
37,654
+24,810
540
$2.87M 0.02%
99,840
+6,500
541
$2.86M 0.02%
19,000
-4,680
542
$2.86M 0.02%
18,420
543
$2.86M 0.02%
57,400
544
$2.85M 0.02%
25,355
-4,435
545
$2.83M 0.02%
14,410
-3,150
546
$2.82M 0.02%
72,770
-2,200
547
$2.82M 0.02%
5,926
-2,957
548
$2.82M 0.02%
13,972
-440
549
$2.82M 0.02%
90,313
-672
550
$2.81M 0.02%
135,080
+129,280
20 21
22
23 24