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
126
$21.4M 0.17%
226,071
+704
127
$21.3M 0.17%
94,758
-1,858
128
$21.3M 0.17%
93,169
-1,827
129
$21.2M 0.17%
392,709
+68,585
130
$21.1M 0.16%
207,633
+1,699
131
$21M 0.16%
91,995
-10,702
132
$21M 0.16%
98,946
+894
133
$20.9M 0.16%
84,559
+2,713
134
$20.9M 0.16%
182,094
+805
135
$20.8M 0.16%
121,477
+820
136
$20.6M 0.16%
53,403
+9,123
137
$20.6M 0.16%
240,831
+4,274
138
$20.5M 0.16%
146,522
+5,170
139
$20.4M 0.16%
284,407
+22,003
140
$20.2M 0.16%
133,923
+15,496
141
$20.2M 0.16%
265,022
+41,503
142
$20.1M 0.16%
105,016
+833
143
$20M 0.16%
24,312
+3,913
144
$19.9M 0.16%
71,731
+3,778
145
$19.9M 0.16%
171,940
+120
146
$19.7M 0.15%
8,030
-827
147
$19.7M 0.15%
188,881
-265,740
148
$19.4M 0.15%
300,516
+31,767
149
$19.2M 0.15%
218,660
-11,633
150
$18.9M 0.15%
38,933
-8,161
4 5
6
7 8