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
701
$1.65M 0.01%
28,050
+6,350
702
$1.64M 0.01%
15,046
-35,294
703
$1.64M 0.01%
59,915
-54,500
704
$1.62M 0.01%
63,469
705
$1.61M 0.01%
12,907
-13,592
706
$1.6M 0.01%
64,116
+2,000
707
$1.6M 0.01%
106,280
+30,760
708
$1.57M 0.01%
28,200
709
$1.57M 0.01%
37,600
+685
710
$1.56M 0.01%
20,171
-390
711
$1.56M 0.01%
30,203
+2,523
712
$1.55M 0.01%
21,620
+5,605
713
$1.55M 0.01%
3,234
-941
714
$1.55M 0.01%
200,090
+70
715
$1.55M 0.01%
50,790
+2,267
716
$1.55M 0.01%
99,685
+5,135
717
$1.55M 0.01%
90,118
-7,929
718
$1.54M 0.01%
44,690
-5,715
719
$1.53M 0.01%
13,435
+11,371
720
$1.53M 0.01%
12,582
-40
721
$1.53M 0.01%
65,875
+1,224
722
$1.52M 0.01%
15,615
-3,746
723
$1.51M 0.01%
1,100
724
$1.51M 0.01%
130,530
+24,820
725
$1.49M 0.01%
38,270
+7,850
27 28
29
30 31