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
$13.3B
AUM Growth
+$13.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,413
New
Increased
Reduced
Closed

Top Buys

1
+$297M
2
+$295M
3
+$51.8M
4
NTES icon
NetEase
NTES
+$51.7M
5
JD icon
JD.com
JD
+$44.9M

Top Sells

1
+$41.5M
2
+$38.6M
3
+$29.7M
4
V icon
Visa
V
+$21.2M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$16.7M

Sector Composition

1 Technology 19.04%
2 Healthcare 12.16%
3 Financials 11.56%
4 Communication Services 9.82%
5 Consumer Discretionary 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$13K ﹤0.01%
300
-806
2002
$13K ﹤0.01%
+162
2003
$13K ﹤0.01%
428
-191
2004
$13K ﹤0.01%
380
2005
$13K ﹤0.01%
2,000
2006
$12K ﹤0.01%
580
2007
$12K ﹤0.01%
460
-1,600
2008
$12K ﹤0.01%
200
2009
$12K ﹤0.01%
400
-3,000
2010
$12K ﹤0.01%
440
2011
$12K ﹤0.01%
50
2012
$11K ﹤0.01%
360
2013
$11K ﹤0.01%
390
-2,700
2014
$11K ﹤0.01%
1,500
2015
$11K ﹤0.01%
1,100
2016
$11K ﹤0.01%
359
-5,890
2017
$11K ﹤0.01%
490
-6,950
2018
$11K ﹤0.01%
110
2019
$11K ﹤0.01%
1,310
2020
$11K ﹤0.01%
+800
2021
$11K ﹤0.01%
68
2022
$11K ﹤0.01%
450
2023
$11K ﹤0.01%
+233
2024
$11K ﹤0.01%
3,200
-255,250
2025
$10K ﹤0.01%
2,150
79 80
81
82 83