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
2076
$14K ﹤0.01%
3,398
2077
$14K ﹤0.01%
176
2078
$14K ﹤0.01%
1,643
2079
$14K ﹤0.01%
270
-237
2080
$14K ﹤0.01%
4,400
+4,300
2081
$14K ﹤0.01%
367
2082
$14K ﹤0.01%
582
-6,250
2083
$14K ﹤0.01%
218
2084
$14K ﹤0.01%
370
2085
$14K ﹤0.01%
934
+910
2086
$14K ﹤0.01%
690
+6
2087
$14K ﹤0.01%
319
-556
2088
$13K ﹤0.01%
1,444
2089
$13K ﹤0.01%
979
2090
$13K ﹤0.01%
660
+7
2091
$13K ﹤0.01%
+700
2092
$13K ﹤0.01%
1,970
-4,420
2093
$13K ﹤0.01%
122
2094
$13K ﹤0.01%
1,102
-5,925
2095
$13K ﹤0.01%
1,531
2096
$13K ﹤0.01%
244
2097
$13K ﹤0.01%
280
2098
$13K ﹤0.01%
+1,790
2099
$13K ﹤0.01%
63
2100
$13K ﹤0.01%
530
82 83
84
85 86