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
201
$13.9M 0.11%
408,050
+7,400
202
$13.9M 0.11%
459,772
+41,078
203
$13.8M 0.11%
216,545
+2,319
204
$13.7M 0.11%
216,504
-11,510
205
$13.6M 0.11%
138,581
-85,156
206
$13.6M 0.11%
565,365
+10,785
207
$13.5M 0.11%
59,869
+9,544
208
$13.5M 0.11%
169,143
+4,760
209
$13.4M 0.1%
301,441
-7,625
210
$13.3M 0.1%
63,652
+6,602
211
$13.2M 0.1%
138,108
-32,451
212
$13.1M 0.1%
215,000
+10,800
213
$13.1M 0.1%
214,482
+7,960
214
$13M 0.1%
127,554
+11,276
215
$12.9M 0.1%
80,427
+97
216
$12.7M 0.1%
77,890
-2,814
217
$12.6M 0.1%
36,360
-729
218
$12.6M 0.1%
307,454
+2,682
219
$12.5M 0.1%
76,591
+8,176
220
$12.3M 0.1%
31,042
+4,018
221
$12.2M 0.1%
157,952
-7,478
222
$12.2M 0.1%
55,083
+613
223
$12.2M 0.1%
101,054
-9,968
224
$12.1M 0.09%
63,136
+3,667
225
$11.9M 0.09%
204,794
-10,958
7 8
9
10 11