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
651
$2.02M 0.02%
31,209
+4,305
652
$2.01M 0.02%
16,507
-500
653
$2.01M 0.02%
33,494
-103,400
654
$2M 0.02%
40,990
+1,270
655
$2M 0.02%
16,466
-2,219
656
$1.99M 0.02%
36,862
-6,646
657
$1.98M 0.02%
+273,832
658
$1.96M 0.02%
21,805
+1,390
659
$1.93M 0.02%
7,229
-5,993
660
$1.93M 0.02%
14,982
-10,166
661
$1.92M 0.02%
43,110
-1,700
662
$1.91M 0.02%
17,917
+20
663
$1.91M 0.02%
119,165
+8,410
664
$1.91M 0.01%
16,523
-13,287
665
$1.89M 0.01%
7,044
-190
666
$1.88M 0.01%
161,877
667
$1.87M 0.01%
161,718
-850
668
$1.87M 0.01%
40,661
-63
669
$1.87M 0.01%
35,621
-4,504
670
$1.87M 0.01%
37,660
671
$1.86M 0.01%
14,095
-1,460
672
$1.85M 0.01%
13,354
+595
673
$1.85M 0.01%
28,801
-109,520
674
$1.84M 0.01%
28,925
-1,828
675
$1.83M 0.01%
16,665
-930
25 26
27
28 29