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
951
$599K ﹤0.01%
6,108
-2,469
952
$598K ﹤0.01%
66,454
-10,359
953
$596K ﹤0.01%
13,534
-2,052
954
$595K ﹤0.01%
14,799
+107
955
$592K ﹤0.01%
11,732
+79
956
$588K ﹤0.01%
18,679
-29
957
$588K ﹤0.01%
4,060
-20,191
958
$586K ﹤0.01%
10,535
-14
959
$585K ﹤0.01%
8,146
+19
960
$580K ﹤0.01%
9,326
961
$579K ﹤0.01%
7,748
-1,200
962
$577K ﹤0.01%
54,975
+877
963
$577K ﹤0.01%
6,525
+2,210
964
$576K ﹤0.01%
9,818
+11
965
$574K ﹤0.01%
294
-567
966
$573K ﹤0.01%
6,200
-40
967
$571K ﹤0.01%
5,650
968
$566K ﹤0.01%
10,795
-370
969
$564K ﹤0.01%
42,238
-15,846
970
$559K ﹤0.01%
4,422
-1,499
971
$556K ﹤0.01%
11,900
972
$555K ﹤0.01%
4,310
+50
973
$555K ﹤0.01%
30,487
-4,512
974
$552K ﹤0.01%
68,678
+6,412
975
$540K ﹤0.01%
5,893
-1
37 38
39
40 41