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
101
$35.3M 0.18%
52,425
-43,923
102
$35.3M 0.18%
129,889
-6,072
103
$34.7M 0.17%
1,370,292
-354,629
104
$34.3M 0.17%
135,056
-4,232
105
$34.3M 0.17%
1,510,546
-158,922
106
$34.1M 0.17%
323,430
-15,565
107
$34.1M 0.17%
97,659
-59
108
$33.8M 0.17%
400,353
-17,603
109
$33.3M 0.17%
348,540
-259,995
110
$33.1M 0.17%
543,428
-2,105
111
$33.1M 0.17%
68,300
-1,922
112
$33M 0.16%
100,206
-18,791
113
$32.8M 0.16%
159,802
-15,173
114
$31.5M 0.16%
189,634
-99,493
115
$31.4M 0.16%
46,206
+6,006
116
$31.2M 0.16%
52,974
-17,165
117
$31.2M 0.16%
474,402
-65,394
118
$31.1M 0.16%
66,885
-215
119
$30.4M 0.15%
417,020
-9,944
120
$30M 0.15%
47,346
-1,510
121
$29.7M 0.15%
174,240
+9,783
122
$29.1M 0.15%
137,328
-12,362
123
$29.1M 0.15%
455,113
-112,178
124
$28.7M 0.14%
469,894
-81,557
125
$28.7M 0.14%
114,876
-408
3 4
5
6 7