test

Richard M. Dolson

@Nisa Investment Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$25.786BTotal holdings3006
Assets growth rate52.63%Assets growth rate (2-Q avg)29.44%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Nisa Investment Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 3006 positions.

Assets under management

The assets under management (AUM) of Nisa Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 25.786B in assets, with a quarterly growth rate of 52.63% and a 2-quarter average growth rate of 29.44%. The portfolio is managed by Richard M. Dolson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GEGeneral Electric Co
Recent Activity
Increased 0.9%
0.17%
$43.752M
261,880 shares@ $167.07 avg price
ADIAnalog Devices Inc
Recent Activity
Increased 0.85%
0.17%
$43.532M
204,897 shares@ $212.47 avg price
NKENike Inc
Recent Activity
Decreased -0.95%
0.17%
$43.155M
567,291 shares@ $76.08 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.17%
$42.958M
41,906 shares@ $1025.12 avg price
CMICummins Inc
Recent Activity
Increased 90.79%
0.17%
$42.744M
122,616 shares@ $348.61 avg price
ANETArista Networks Inc
Recent Activity
New Position
0.17%
$42.371M
383,346 shares@ $110.53 avg price
MSEQXMorgan Stanley Institutional Fund Inc - Growth Portfolio
Recent Activity
New Position
0.17%
$42.228M
753,400 shares@ $56.05 avg price
CDNSCadence Design Systems Inc
Recent Activity
Increased 132.07%
0.17%
$41.85M
139,288 shares@ $300.46 avg price
DEDeere & Co
Recent Activity
Decreased -0.01%
0.17%
$41.613M
97,840 shares@ $425.33 avg price
EQIXEquinix Inc
Recent Activity
Decreased -6.25%
0.16%
$40.885M
43,361 shares@ $942.89 avg price