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
576
$2.63M 0.02%
1,999
-559
577
$2.63M 0.02%
33,750
-230
578
$2.63M 0.02%
14,395
+940
579
$2.63M 0.02%
82,390
+1,900
580
$2.6M 0.02%
72,691
-9,712
581
$2.6M 0.02%
38,300
+2,700
582
$2.59M 0.02%
104,228
+17,180
583
$2.58M 0.02%
29,965
+485
584
$2.58M 0.02%
91,545
-1,537
585
$2.58M 0.02%
42,315
+1,995
586
$2.57M 0.02%
43,719
+6,200
587
$2.56M 0.02%
67,321
+8,815
588
$2.55M 0.02%
12,871
589
$2.54M 0.02%
25,143
+6,772
590
$2.54M 0.02%
8,588
-1,109
591
$2.5M 0.02%
248,460
+31,210
592
$2.5M 0.02%
23,156
-5
593
$2.49M 0.02%
155,872
-150,407
594
$2.48M 0.02%
115,475
+9,300
595
$2.48M 0.02%
93,595
-354,540
596
$2.47M 0.02%
51,012
+250
597
$2.46M 0.02%
4,341
+960
598
$2.44M 0.02%
76,852
-6,834
599
$2.43M 0.02%
111,834
-1,150
600
$2.42M 0.02%
22,011
+1,922
22 23
24
25 26