Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
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
1926
$25K ﹤0.01%
11,420
+6,180
1927
$25K ﹤0.01%
2,000
1928
$25K ﹤0.01%
1,438
+1,380
1929
$25K ﹤0.01%
1,832
1930
$25K ﹤0.01%
3,000
1931
$25K ﹤0.01%
605
-5
1932
$25K ﹤0.01%
1,360
-3,732
1933
$25K ﹤0.01%
276
1934
$24K ﹤0.01%
+1,980
1935
$24K ﹤0.01%
1,050
1936
$24K ﹤0.01%
+1,047
1937
$24K ﹤0.01%
2,222
+902
1938
$24K ﹤0.01%
3,324
+1,132
1939
$24K ﹤0.01%
10,908
1940
$24K ﹤0.01%
1,548
-1,153
1941
$24K ﹤0.01%
+5,250
1942
$24K ﹤0.01%
2,066
1943
$24K ﹤0.01%
1,480
1944
$24K ﹤0.01%
3,871
+1,995
1945
$24K ﹤0.01%
3,099
1946
$24K ﹤0.01%
308
1947
$24K ﹤0.01%
4,193
-8,472
1948
$23K ﹤0.01%
1,325
-175
1949
$23K ﹤0.01%
+2,970
1950
$23K ﹤0.01%
1,064
76 77
78
79 80