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
$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
2251
$4K ﹤0.01%
160
-1,550
2252
$4K ﹤0.01%
1,500
-152
2253
$4K ﹤0.01%
1,092
-4,908
2254
$4K ﹤0.01%
41
2255
$4K ﹤0.01%
207
-1,650
2256
$3K ﹤0.01%
560
2257
$3K ﹤0.01%
95
+20
2258
$3K ﹤0.01%
900
2259
$3K ﹤0.01%
1,003
+43
2260
$3K ﹤0.01%
233
-127
2261
$3K ﹤0.01%
1,060
-4,090
2262
$3K ﹤0.01%
58
-460
2263
– –
0
2264
$3K ﹤0.01%
70
2265
$3K ﹤0.01%
540
2266
$3K ﹤0.01%
120
2267
$3K ﹤0.01%
223
2268
$3K ﹤0.01%
187
2269
$3K ﹤0.01%
1,590
-8,065
2270
$3K ﹤0.01%
296
2271
$3K ﹤0.01%
52
-3
2272
$3K ﹤0.01%
805
2273
$3K ﹤0.01%
190
2274
$3K ﹤0.01%
513
-12
2275
$3K ﹤0.01%
1,050
+60
89 90
91
92 93