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
$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 19.03%
2 Healthcare 12.16%
3 Financials 11.56%
4 Communication Services 9.83%
5 Consumer Discretionary 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2076
$6K ﹤0.01%
1,245
2077
$6K ﹤0.01%
320
2078
$6K ﹤0.01%
177
-243
2079
$6K ﹤0.01%
6
2080
$6K ﹤0.01%
20
-12,280
2081
$6K ﹤0.01%
1,660
2082
$6K ﹤0.01%
1,050
2083
$6K ﹤0.01%
12
-24
2084
$6K ﹤0.01%
310
2085
$6K ﹤0.01%
+336
2086
$6K ﹤0.01%
345
-3,700
2087
$6K ﹤0.01%
472
2088
$5K ﹤0.01%
800
2089
$5K ﹤0.01%
700
-7,883
2090
$5K ﹤0.01%
200
-200
2091
$5K ﹤0.01%
900
2092
$5K ﹤0.01%
50
-22,075
2093
$5K ﹤0.01%
525
2094
$5K ﹤0.01%
80
-300
2095
$5K ﹤0.01%
4,840
-169,016
2096
$5K ﹤0.01%
300
+200
2097
$5K ﹤0.01%
385
2098
$5K ﹤0.01%
95
2099
$5K ﹤0.01%
400
2100
$5K ﹤0.01%
850
82 83
84
85 86