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
601
$2.39M 0.02%
38,759
-4,381
602
$2.38M 0.02%
23,400
-100
603
$2.38M 0.02%
56,320
+54,530
604
$2.37M 0.02%
66,115
-17,295
605
$2.36M 0.02%
48,733
-155,561
606
$2.34M 0.02%
219,718
-54,161
607
$2.33M 0.02%
47,377
-962
608
$2.33M 0.02%
171,527
+525
609
$2.33M 0.02%
75,175
-52,216
610
$2.3M 0.02%
26,951
-8,900
611
$2.27M 0.02%
8,300
-50
612
$2.26M 0.02%
31,200
613
$2.26M 0.02%
36,700
614
$2.25M 0.02%
+175,900
615
$2.25M 0.02%
105,781
+595
616
$2.24M 0.02%
136,100
+108,300
617
$2.24M 0.02%
10,500
-150
618
$2.24M 0.02%
116,165
-11,335
619
$2.23M 0.02%
19,870
620
$2.19M 0.02%
111,915
-84,360
621
$2.19M 0.02%
25,789
+24,689
622
$2.18M 0.02%
127,176
623
$2.17M 0.02%
69,099
-3,905
624
$2.17M 0.02%
29,005
-1,670
625
$2.17M 0.02%
68,540
+3,730
23 24
25
26 27