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
551
$2.87M 0.02%
90,816
+16,871
552
$2.86M 0.02%
72,018
-2,600
553
$2.85M 0.02%
11,264
+203
554
$2.85M 0.02%
74,242
+8,550
555
$2.83M 0.02%
77,242
+34,027
556
$2.81M 0.02%
171,478
+7,417
557
$2.81M 0.02%
48,640
-1,289
558
$2.8M 0.02%
42,813
-10,800
559
$2.77M 0.02%
35,018
-173
560
$2.77M 0.02%
19,496
-260
561
$2.77M 0.02%
57,150
-120
562
$2.76M 0.02%
12,334
+500
563
$2.76M 0.02%
14,431
+1,530
564
$2.74M 0.02%
132,768
-57,180
565
$2.73M 0.02%
62,805
+818
566
$2.72M 0.02%
95,605
+8,145
567
$2.72M 0.02%
28,285
568
$2.69M 0.02%
24,297
569
$2.69M 0.02%
23,165
+150
570
$2.68M 0.02%
150,646
+6,860
571
$2.68M 0.02%
50,334
+6,965
572
$2.66M 0.02%
43,000
573
$2.66M 0.02%
115,313
+10,355
574
$2.65M 0.02%
71,615
+3,595
575
$2.64M 0.02%
61,055
+2,000
21 22
23
24 25