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
2126
$11K ﹤0.01%
485
-1,300
2127
$11K ﹤0.01%
575
-1,539
2128
$11K ﹤0.01%
2,690
-2,500
2129
$11K ﹤0.01%
1,350
+34
2130
$11K ﹤0.01%
740
2131
$11K ﹤0.01%
213
-4,000
2132
$11K ﹤0.01%
137
-315
2133
$11K ﹤0.01%
613
2134
$11K ﹤0.01%
280
+166
2135
$11K ﹤0.01%
1,009
-2,550
2136
$10K ﹤0.01%
820
-1,850
2137
$10K ﹤0.01%
190
2138
$10K ﹤0.01%
60
2139
$10K ﹤0.01%
1,150
-1,483
2140
$10K ﹤0.01%
188
-300
2141
$10K ﹤0.01%
1,197
-2,173
2142
$10K ﹤0.01%
705
-13,200
2143
$10K ﹤0.01%
1,087
2144
$10K ﹤0.01%
200
2145
$10K ﹤0.01%
4,852
2146
$10K ﹤0.01%
163
2147
$10K ﹤0.01%
1,030
2148
$10K ﹤0.01%
746
-1,976
2149
$10K ﹤0.01%
1,150
2150
$9K ﹤0.01%
850
-77
84 85
86
87 88