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
951
$692K 0.01%
26,376
-11,172
952
$690K 0.01%
6,848
953
$690K 0.01%
25,771
-2,700
954
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32,030
+8,180
955
$682K 0.01%
26,760
956
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28,325
957
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19,326
-1,350
958
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188,745
+37,720
959
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+28,700
960
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36,100
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961
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62,002
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962
$656K 0.01%
8,448
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3,165
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19,036
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22,943
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39,518
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$642K 0.01%
27,291
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972
$639K 0.01%
5,943
973
$634K 0.01%
4,061
-1,600
974
$634K 0.01%
104,500
+54,200
975
$632K ﹤0.01%
1,924
+1,486
37 38
39
40 41