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
1976
$21K ﹤0.01%
730
1977
$21K ﹤0.01%
982
+12
1978
$21K ﹤0.01%
1,200
-21
1979
$21K ﹤0.01%
820
1980
$21K ﹤0.01%
420
1981
$21K ﹤0.01%
4,970
+4,820
1982
$21K ﹤0.01%
12,520
+12,280
1983
$21K ﹤0.01%
+1,520
1984
$21K ﹤0.01%
2,344
+2,250
1985
$21K ﹤0.01%
195
1986
$21K ﹤0.01%
1,906
+1,820
1987
$21K ﹤0.01%
1,245
+30
1988
$21K ﹤0.01%
660
+600
1989
$20K ﹤0.01%
1,900
-2,480
1990
$20K ﹤0.01%
1,300
1991
$20K ﹤0.01%
605
+20
1992
$20K ﹤0.01%
71
+70
1993
$20K ﹤0.01%
806
1994
$20K ﹤0.01%
2,300
+1,600
1995
$20K ﹤0.01%
1,442
1996
$20K ﹤0.01%
885
-2,105
1997
$20K ﹤0.01%
465
-4,205
1998
$20K ﹤0.01%
1,387
+1,310
1999
$20K ﹤0.01%
1,924
2000
$20K ﹤0.01%
907
78 79
80
81 82