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
851
$987K 0.01%
16,967
+460
852
$987K 0.01%
36,740
+185
853
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854
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855
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21,856
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56,735
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101,210
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$959K 0.01%
22,850
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101,379
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6,486
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863
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41,300
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864
$944K 0.01%
17,001
-117,000
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$942K 0.01%
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866
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17,735
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$908K 0.01%
9,503
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873
$907K 0.01%
52,124
874
$905K 0.01%
14,147
+430
875
$905K 0.01%
12,929
+446
33 34
35
36 37