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
626
$2.18M 0.02%
26,556
627
$2.18M 0.02%
22,345
628
$2.17M 0.02%
4,980
+302
629
$2.17M 0.02%
34,984
-240
630
$2.15M 0.02%
54,382
-73,938
631
$2.15M 0.02%
53,954
632
$2.15M 0.02%
186,970
-33,540
633
$2.14M 0.02%
18,472
+10,611
634
$2.14M 0.02%
26,980
+3,000
635
$2.13M 0.02%
33,808
636
$2.12M 0.02%
25,774
-15,336
637
$2.12M 0.02%
30,350
-3,580
638
$2.11M 0.02%
19,622
-22,931
639
$2.1M 0.02%
46,521
640
$2.1M 0.02%
23,680
+4,050
641
$2.1M 0.02%
77,760
-870
642
$2.08M 0.02%
69,677
+19,294
643
$2.08M 0.02%
18,307
-1,775
644
$2.08M 0.02%
2,136
+599
645
$2.07M 0.02%
10,355
-25
646
$2.07M 0.02%
23,691
+2,294
647
$2.06M 0.02%
21,602
-350
648
$2.04M 0.02%
60,098
-45
649
$2.03M 0.02%
45,000
650
$2.02M 0.02%
21,967
-107
24 25
26
27 28