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
76
$35.3M 0.28%
287,528
+10,220
77
$35.2M 0.28%
48,806
-10,215
78
$34.3M 0.27%
254,519
-4,733
79
$33.9M 0.27%
103,664
+1,061
80
$33.9M 0.27%
408,262
+28,494
81
$33.7M 0.26%
471,400
-1,550
82
$33.3M 0.26%
110,198
-68,493
83
$31.5M 0.25%
1,053,207
+1,039
84
$31.4M 0.25%
450,218
-7,281
85
$31.2M 0.24%
387,035
+16,136
86
$30.8M 0.24%
45,995
+2,613
87
$30.8M 0.24%
65,077
+292
88
$30.6M 0.24%
184,857
-1,556
89
$30.5M 0.24%
389,124
-13,625
90
$30.3M 0.24%
124,577
+1
91
$30.2M 0.24%
87,578
-4,357
92
$29.6M 0.23%
103,779
+842
93
$29.5M 0.23%
63,974
-2,205
94
$29.1M 0.23%
114,068
-25,808
95
$28.7M 0.23%
386,560
+677
96
$28.4M 0.22%
111,142
+1,654
97
$28.3M 0.22%
372,728
-13,581
98
$28.2M 0.22%
498,075
+5,445
99
$27.3M 0.21%
243,735
+6,187
100
$27.2M 0.21%
163,512
+1,626
2 3
4
5 6