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
$20B
AUM Growth
-$5.79B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,132
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$40M
3
+$28.4M
4
EQIX icon
Equinix
EQIX
+$25.3M
5
AMAT icon
Applied Materials
AMAT
+$17.7M

Top Sells

1
+$1.85B
2
+$144M
3
+$109M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$92.3M
5
MSFT icon
Microsoft
MSFT
+$56.1M

Sector Composition

1 Technology 23.66%
2 Financials 11.62%
3 Healthcare 8.63%
4 Communication Services 7.47%
5 Consumer Discretionary 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$2.72M 0.01%
39,936
+290
552
$2.72M 0.01%
30,458
+38
553
$2.7M 0.01%
150,250
554
$2.69M 0.01%
50,973
+7,875
555
$2.67M 0.01%
46,177
-5,003
556
$2.66M 0.01%
66,630
557
$2.61M 0.01%
7,689
-28,220
558
$2.6M 0.01%
48,758
+3,589
559
$2.6M 0.01%
21,619
-446
560
$2.6M 0.01%
31,550
-1,995
561
$2.6M 0.01%
22,443
+2,605
562
$2.6M 0.01%
11,454
-1,273
563
$2.58M 0.01%
32,380
564
$2.58M 0.01%
60,581
+11,506
565
$2.57M 0.01%
33,764
+218
566
$2.57M 0.01%
68,596
+16,114
567
$2.56M 0.01%
50,185
-403
568
$2.55M 0.01%
25,419
+15,399
569
$2.55M 0.01%
94,470
+22,346
570
$2.55M 0.01%
24,139
-6,163
571
$2.54M 0.01%
56,310
-21,190
572
$2.54M 0.01%
30,344
-191
573
$2.53M 0.01%
19,366
-59
574
$2.52M 0.01%
84,179
-359
575
$2.51M 0.01%
28,728
21 22
23
24 25