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
51
$45.5M 0.36%
225,850
-3,624
52
$45.4M 0.36%
17,117
+923
53
$45.2M 0.35%
456,058
-2,554
54
$45.2M 0.35%
515,083
+8,932
55
$44.9M 0.35%
648,157
-22,398
56
$44.9M 0.35%
97,606
-4,456
57
$44M 0.34%
822,400
-27,600
58
$43.9M 0.34%
551,204
+88,225
59
$43.6M 0.34%
228,074
-1,599
60
$43.3M 0.34%
104,936
+1,394
61
$43.3M 0.34%
2,247,313
-101,000
62
$43.3M 0.34%
262,236
-71,759
63
$42.9M 0.34%
214,602
+31,588
64
$42.8M 0.34%
437,256
+6,930
65
$42.3M 0.33%
406,129
+2,501
66
$42.2M 0.33%
330,408
+4,379
67
$41.3M 0.32%
1,263,984
+9,809
68
$40.1M 0.31%
412,651
-10,913
69
$39.2M 0.31%
171,259
+3,751
70
$39.2M 0.31%
201,968
-4,383
71
$38.8M 0.3%
174,292
-2,890
72
$37.5M 0.29%
280,487
-212,650
73
$37.2M 0.29%
175,057
+1,284
74
$36.6M 0.29%
185,389
-3,276
75
$35.9M 0.28%
959,333
-31,368
1 2
3
4 5