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
176
$15.6M 0.12%
117,927
-6,136
177
$15.6M 0.12%
38,959
+124
178
$15.5M 0.12%
70,566
-121
179
$15.4M 0.12%
314,214
+15,519
180
$15.2M 0.12%
90,453
-61,236
181
$15.1M 0.12%
514,396
-68,727
182
$15.1M 0.12%
66,837
+1,289
183
$15M 0.12%
151,907
-1,979
184
$15M 0.12%
81,554
+1,562
185
$15M 0.12%
111,393
+10,500
186
$14.9M 0.12%
70,687
+359
187
$14.8M 0.12%
56,587
-2,988
188
$14.8M 0.12%
95,551
-1,406
189
$14.7M 0.12%
204,866
+974
190
$14.6M 0.11%
57,317
-441
191
$14.6M 0.11%
43,735
+1,015
192
$14.5M 0.11%
181,146
+27,125
193
$14.5M 0.11%
87,655
-378
194
$14.3M 0.11%
148,789
+9,275
195
$14.2M 0.11%
55,499
+16,481
196
$14.1M 0.11%
235,663
+16,207
197
$14.1M 0.11%
82,640
+8,192
198
$14M 0.11%
228,233
+14,703
199
$14M 0.11%
232,183
+617
200
$14M 0.11%
41,604
-650
6 7
8
9 10