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
2101
$13K ﹤0.01%
1,130
-34
2102
$13K ﹤0.01%
2,920
-5,870
2103
$13K ﹤0.01%
420
-1,280
2104
$13K ﹤0.01%
380
2105
$13K ﹤0.01%
930
-38
2106
$13K ﹤0.01%
331
2107
$13K ﹤0.01%
625
2108
$13K ﹤0.01%
+6,850
2109
$13K ﹤0.01%
433
2110
$13K ﹤0.01%
3,825
2111
$12K ﹤0.01%
3,802
2112
$12K ﹤0.01%
290
2113
$12K ﹤0.01%
1,550
-2
2114
$12K ﹤0.01%
880
2115
$12K ﹤0.01%
1,068
+1
2116
$12K ﹤0.01%
584
+14
2117
$12K ﹤0.01%
520
-1,580
2118
$12K ﹤0.01%
700
2119
$12K ﹤0.01%
130
2120
$12K ﹤0.01%
1,620
-3,730
2121
$12K ﹤0.01%
131
-960,000
2122
$12K ﹤0.01%
347
2123
$12K ﹤0.01%
410
2124
$12K ﹤0.01%
770
2125
$12K ﹤0.01%
920
+17
83 84
85
86 87