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
526
$3.08M 0.02%
22,809
+16
527
$3.08M 0.02%
13,836
+2,492
528
$3.07M 0.02%
8,634
+1,131
529
$3.06M 0.02%
64,285
-8,634
530
$3.05M 0.02%
41,823
+1,200
531
$3.02M 0.02%
79,513
-238
532
$3.02M 0.02%
21,334
-3,146
533
$3.02M 0.02%
76,527
534
$3.02M 0.02%
35,532
+18,087
535
$3M 0.02%
36,841
+220
536
$3M 0.02%
203,000
+20,373
537
$2.98M 0.02%
30,018
+15,640
538
$2.98M 0.02%
29,517
+210
539
$2.97M 0.02%
60,058
+1,540
540
$2.97M 0.02%
29,420
+9,100
541
$2.97M 0.02%
104,411
+9,089
542
$2.94M 0.02%
53,848
543
$2.93M 0.02%
36,834
-285
544
$2.93M 0.02%
45,508
+110
545
$2.92M 0.02%
108,556
-3,895
546
$2.92M 0.02%
41,425
-3,180
547
$2.92M 0.02%
15,752
+130
548
$2.9M 0.02%
13,414
-1,089
549
$2.9M 0.02%
35,771
+10,506
550
$2.9M 0.02%
50,062
-4,153
20 21
22
23 24