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
151
$18.9M 0.15%
216,529
+2,336
152
$18.8M 0.15%
76,472
+2,170
153
$18.6M 0.15%
64,845
-805
154
$18.6M 0.15%
221,441
+9,698
155
$18.5M 0.15%
60,463
-803
156
$18.4M 0.14%
58,448
+4,369
157
$18.4M 0.14%
488,140
-31,798
158
$18.2M 0.14%
248,625
+21,372
159
$17.9M 0.14%
74,871
-1,310
160
$17.8M 0.14%
107,168
-337
161
$17.7M 0.14%
359,127
+53,889
162
$17.2M 0.13%
201,170
-47,762
163
$17.2M 0.13%
228,640
-28,908
164
$16.7M 0.13%
334,482
+12,416
165
$16.5M 0.13%
273,154
+1,025
166
$16.4M 0.13%
95,548
-11,519
167
$16.2M 0.13%
28,859
+1,316
168
$16.1M 0.13%
472,546
-83,952
169
$16M 0.13%
148,747
170
$16M 0.13%
444,210
-4,080
171
$15.9M 0.12%
488,304
+44,345
172
$15.8M 0.12%
10,326
+40
173
$15.7M 0.12%
113,692
+17
174
$15.7M 0.12%
35,552
+1,076
175
$15.7M 0.12%
387,500
-2,300
5 6
7
8 9