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
1951
$23K ﹤0.01%
1,620
1952
$23K ﹤0.01%
1,423
1953
$23K ﹤0.01%
4,000
1954
$23K ﹤0.01%
960
+673
1955
$23K ﹤0.01%
2,910
+2,530
1956
$23K ﹤0.01%
1,325
1957
$23K ﹤0.01%
750
-2,754
1958
$22K ﹤0.01%
1,003
+100
1959
$22K ﹤0.01%
300
1960
$22K ﹤0.01%
1,127
1961
$22K ﹤0.01%
5,260
+4,003
1962
$22K ﹤0.01%
3,230
-21,000
1963
$22K ﹤0.01%
682
-1,200
1964
$22K ﹤0.01%
1,205
+770
1965
$22K ﹤0.01%
828
-1,612
1966
$22K ﹤0.01%
585
+580
1967
$22K ﹤0.01%
603
1968
$22K ﹤0.01%
1,240
+45
1969
$22K ﹤0.01%
1,462
+1,437
1970
$22K ﹤0.01%
3,921
+3,100
1971
$22K ﹤0.01%
70
-1,100
1972
$22K ﹤0.01%
5,600
-4,890
1973
$22K ﹤0.01%
944
1974
$21K ﹤0.01%
711
+5
1975
$21K ﹤0.01%
730
77 78
79
80 81