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
2101
$5K ﹤0.01%
300
2102
$5K ﹤0.01%
660
2103
$4K ﹤0.01%
20
2104
$4K ﹤0.01%
70
2105
$4K ﹤0.01%
1,477
-80,000
2106
$4K ﹤0.01%
85
-200
2107
$4K ﹤0.01%
1,335
2108
$3K ﹤0.01%
158
-217
2109
$3K ﹤0.01%
1
2110
$3K ﹤0.01%
+14
2111
$3K ﹤0.01%
347
-477
2112
$3K ﹤0.01%
547
-753
2113
$3K ﹤0.01%
21
2114
$3K ﹤0.01%
350
2115
$3K ﹤0.01%
972
2116
$3K ﹤0.01%
24
2117
$3K ﹤0.01%
500
2118
$3K ﹤0.01%
200
-3,400
2119
$3K ﹤0.01%
85
2120
$3K ﹤0.01%
1,345
2121
$3K ﹤0.01%
720
-10,100
2122
$3K ﹤0.01%
100
-600
2123
$2K ﹤0.01%
65
-1,900
2124
$2K ﹤0.01%
96
2125
$2K ﹤0.01%
22
83 84
85
86 87