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
2001
$20K ﹤0.01%
1,300
2002
$20K ﹤0.01%
605
+20
2003
$20K ﹤0.01%
71
+70
2004
$19K ﹤0.01%
501
-102,520
2005
$19K ﹤0.01%
392
+20
2006
$19K ﹤0.01%
6,389
+6,220
2007
$19K ﹤0.01%
2,090
+50
2008
$19K ﹤0.01%
+2,514
2009
$19K ﹤0.01%
2,340
2010
$19K ﹤0.01%
1,734
+1,700
2011
$19K ﹤0.01%
1,500
2012
$19K ﹤0.01%
327
2013
$19K ﹤0.01%
1,331
2014
$18K ﹤0.01%
25
-13,979
2015
$18K ﹤0.01%
1,970
+1,630
2016
$18K ﹤0.01%
3,180
2017
$18K ﹤0.01%
2,465
-675
2018
$18K ﹤0.01%
545
2019
$18K ﹤0.01%
79
-110
2020
$18K ﹤0.01%
1,800
+1,690
2021
$18K ﹤0.01%
+640
2022
$18K ﹤0.01%
1,291
+1,260
2023
$18K ﹤0.01%
+1,400
2024
$18K ﹤0.01%
1,687
+954
2025
$18K ﹤0.01%
+2,050
79 80
81
82 83