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
2201
$6K ﹤0.01%
450
2202
$6K ﹤0.01%
350
-1,810
2203
$6K ﹤0.01%
320
2204
$6K ﹤0.01%
500
-7,800
2205
$6K ﹤0.01%
118
-5
2206
$6K ﹤0.01%
2,200
-26,882
2207
$6K ﹤0.01%
99
2208
$6K ﹤0.01%
215
-12
2209
$6K ﹤0.01%
490
-941
2210
$6K ﹤0.01%
490
-300
2211
$6K ﹤0.01%
342
-1,537
2212
$6K ﹤0.01%
2,050
2213
$6K ﹤0.01%
166
2214
$6K ﹤0.01%
481
2215
$6K ﹤0.01%
210
2216
$6K ﹤0.01%
4,414
2217
$6K ﹤0.01%
750
2218
$6K ﹤0.01%
340
-300
2219
$5K ﹤0.01%
803
-3,068
2220
$5K ﹤0.01%
200
2221
$5K ﹤0.01%
8
-15
2222
$5K ﹤0.01%
1,250
2223
$5K ﹤0.01%
261
-19
2224
$5K ﹤0.01%
1,030
+30
2225
$5K ﹤0.01%
320
87 88
89
90 91