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
601
$2.42M 0.02%
41,383
+28,803
602
$2.41M 0.02%
31,038
+50
603
$2.41M 0.02%
61,462
-293
604
$2.4M 0.02%
79,120
+5,619
605
$2.38M 0.02%
23,801
606
$2.38M 0.02%
19,061
-2,098
607
$2.37M 0.02%
32,475
+35
608
$2.36M 0.02%
109,097
+12,227
609
$2.35M 0.02%
57,010
-115
610
$2.34M 0.02%
24,398
-19,344
611
$2.33M 0.02%
64,580
-1,120
612
$2.31M 0.02%
17,169
613
$2.27M 0.02%
46,725
614
$2.25M 0.02%
39,761
-11,043
615
$2.24M 0.02%
72,276
-10,230
616
$2.23M 0.02%
13,194
-7,200
617
$2.23M 0.02%
175,389
+72,410
618
$2.23M 0.02%
270,805
-56,045
619
$2.23M 0.02%
231,427
+35,720
620
$2.22M 0.02%
55,685
+1,685
621
$2.21M 0.02%
76,096
+37,576
622
$2.21M 0.02%
50,594
-10,700
623
$2.19M 0.02%
11,225
+6,991
624
$2.19M 0.02%
219,470
+4,325
625
$2.18M 0.02%
67,310
-1,884
23 24
25
26 27