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
676
$1.83M 0.01%
40,385
677
$1.82M 0.01%
160,009
+26,093
678
$1.81M 0.01%
6,680
+111
679
$1.81M 0.01%
18,962
-8,000
680
$1.8M 0.01%
27,785
-900
681
$1.8M 0.01%
28,630
-20,359
682
$1.78M 0.01%
23,363
+22,182
683
$1.76M 0.01%
19,999
+5,925
684
$1.76M 0.01%
12,415
685
$1.76M 0.01%
50,165
+4,890
686
$1.76M 0.01%
41,936
-2,450
687
$1.74M 0.01%
23,588
+20,548
688
$1.74M 0.01%
29,734
-420
689
$1.74M 0.01%
10,517
690
$1.71M 0.01%
138,521
+4,905
691
$1.71M 0.01%
25,618
+1,910
692
$1.7M 0.01%
+27,700
693
$1.7M 0.01%
22,301
-908
694
$1.68M 0.01%
49,190
695
$1.67M 0.01%
48,817
-4,925
696
$1.66M 0.01%
207,995
+15,595
697
$1.66M 0.01%
24,288
-80
698
$1.65M 0.01%
38,229
+485
699
$1.65M 0.01%
18,982
-80
700
$1.65M 0.01%
55,519
-14,000
26 27
28
29 30