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
2126
$2K ﹤0.01%
300
2127
$2K ﹤0.01%
+100
2128
$2K ﹤0.01%
450
2129
$2K ﹤0.01%
103
2130
$2K ﹤0.01%
24
-32
2131
$1K ﹤0.01%
20
-54
2132
$1K ﹤0.01%
20
2133
$1K ﹤0.01%
1,050
2134
– –
-14,645
2135
– –
-2,000
2136
– –
-2,300
2137
– –
-2,500
2138
– –
-3,425
2139
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-28,903
2140
– –
-8,750
2141
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-3,686
2142
– –
-365
2143
– –
-100
2144
– –
-900
2145
– –
-2,795
2146
– –
-136,051
2147
– –
-6,000
2148
– –
-1,130
2149
– –
-40,800
2150
– –
-100
84 85
86
87 88