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
901
$828K 0.01%
17,905
+4,800
902
$828K 0.01%
40,002
-1,097
903
$827K 0.01%
28,100
-14,100
904
$822K 0.01%
49,550
+1,130
905
$819K 0.01%
81,560
-12,150
906
$812K 0.01%
82,162
+4,478
907
$811K 0.01%
104,170
+102,770
908
$811K 0.01%
25,430
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909
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24,026
-13
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911
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18,895
912
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17,606
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913
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11,539
-1,040
914
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29,012
-56
915
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11,950
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916
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8,457
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918
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15,685
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11,822
920
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3,957
921
$770K 0.01%
45,484
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922
$769K 0.01%
21,338
+1,590
923
$768K 0.01%
16,736
+345
924
$767K 0.01%
54,960
+2,985
925
$767K 0.01%
21,082
+1
35 36
37
38 39