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
$20B
AUM Growth
-$5.79B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,132
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$40M
3
+$28.4M
4
EQIX icon
Equinix
EQIX
+$25.3M
5
AMAT icon
Applied Materials
AMAT
+$17.7M

Top Sells

1
+$1.85B
2
+$144M
3
+$109M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$92.3M
5
MSFT icon
Microsoft
MSFT
+$56.1M

Sector Composition

1 Technology 23.66%
2 Financials 11.62%
3 Healthcare 8.63%
4 Communication Services 7.47%
5 Consumer Discretionary 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$875K ﹤0.01%
21,400
+6,070
852
$867K ﹤0.01%
7,946
-413
853
$865K ﹤0.01%
29,599
-6,609
854
$859K ﹤0.01%
2,462
-1,504
855
$853K ﹤0.01%
23,600
-59,375
856
$851K ﹤0.01%
5,124
-11
857
$845K ﹤0.01%
11,292
-537
858
$845K ﹤0.01%
45,758
-6,600
859
$843K ﹤0.01%
12,875
-65,070
860
$841K ﹤0.01%
33,218
+33
861
$837K ﹤0.01%
20,136
+18
862
$832K ﹤0.01%
40,365
+11,500
863
$831K ﹤0.01%
28,562
-2,053
864
$828K ﹤0.01%
26,756
+6,629
865
$827K ﹤0.01%
13,330
+6,449
866
$826K ﹤0.01%
29,445
-275,503
867
$823K ﹤0.01%
8,686
+306
868
$822K ﹤0.01%
5,068
+530
869
$821K ﹤0.01%
4,164
-7,889
870
$820K ﹤0.01%
133,105
-13,185
871
$815K ﹤0.01%
11,333
-350
872
$811K ﹤0.01%
10,656
+41
873
$810K ﹤0.01%
46,631
-1,798
874
$809K ﹤0.01%
4,583
-100
875
$807K ﹤0.01%
57,987
+21,795
33 34
35
36 37