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
101
$26.8M 0.21%
161,137
-151,296
102
$26.7M 0.21%
526,200
103
$26.4M 0.21%
233,851
+2,305
104
$26.4M 0.21%
497,330
+40,590
105
$26.2M 0.21%
413,993
-220,254
106
$26.1M 0.2%
556,870
-319,210
107
$26.1M 0.2%
198,844
+3,565
108
$25.8M 0.2%
334,469
-9,533
109
$25.7M 0.2%
81,455
+1,925
110
$25.2M 0.2%
175,975
-52,559
111
$24.7M 0.19%
86,488
-321
112
$24.5M 0.19%
169,194
+3,774
113
$24.3M 0.19%
68,234
-689
114
$23.7M 0.19%
530,345
+5,780
115
$23.4M 0.18%
306,326
-81,230
116
$23.1M 0.18%
75,332
+8,764
117
$22.8M 0.18%
49,114
+11,009
118
$22.6M 0.18%
177,434
+1,685
119
$22.2M 0.17%
543,638
+7,272
120
$22M 0.17%
420,056
-25,939
121
$22M 0.17%
265,543
+8,583
122
$21.8M 0.17%
43,510
-301
123
$21.6M 0.17%
206,100
124
$21.6M 0.17%
111,102
-1,338
125
$21.5M 0.17%
81,629
+10,111
3 4
5
6 7