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
$8.51B
AUM Growth
+$91.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,915
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$12M
3
+$6.52M
4
MDT icon
Medtronic
MDT
+$4.28M
5
ORCL icon
Oracle
ORCL
+$3.82M

Top Sells

1
+$14.9M
2
+$10.9M
3
+$7.8M
4
PG icon
Procter & Gamble
PG
+$4.94M
5
HPE icon
Hewlett Packard
HPE
+$3.99M

Sector Composition

1 Financials 15.45%
2 Technology 15.44%
3 Healthcare 13.85%
4 Industrials 10.84%
5 Communication Services 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.69M 0.09%
128,440
-21,600
227
$7.67M 0.09%
54,715
+1,300
228
$7.65M 0.09%
166,183
-19,655
229
$7.58M 0.09%
69,340
230
$7.57M 0.09%
674,549
-68,237
231
$7.56M 0.09%
509,580
-258,525
232
$7.55M 0.09%
109,766
-12,000
233
$7.52M 0.09%
137,637
+14,432
234
$7.42M 0.09%
179,123
-10,891
235
$7.41M 0.09%
137,120
-34,565
236
$7.41M 0.09%
95,325
+800
237
$7.4M 0.09%
30,645
-700
238
$7.39M 0.09%
138,381
+4,712
239
$7.39M 0.09%
102,703
240
$7.38M 0.09%
130,570
+28,200
241
$7.26M 0.09%
125,437
+1,650
242
$7.2M 0.08%
198,362
-5,325
243
$7.16M 0.08%
75,290
-3,560
244
$7.13M 0.08%
44,788
-400
245
$7.11M 0.08%
79,304
-200
246
$7M 0.08%
57,683
-23,900
247
$6.99M 0.08%
107,395
-6,600
248
$6.93M 0.08%
83,403
-5,140
249
$6.91M 0.08%
37,678
-250
250
$6.87M 0.08%
197,876
+9,000
8 9
10
11 12