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
251
$6.87M 0.08%
132,667
-250
252
$6.83M 0.08%
81,813
-5,258
253
$6.82M 0.08%
80,876
-14,715
254
$6.79M 0.08%
170,221
-1,946
255
$6.77M 0.08%
114,066
-10,750
256
$6.75M 0.08%
54,942
-4,600
257
$6.73M 0.08%
151,686
-4,900
258
$6.68M 0.08%
61,297
-2,200
259
$6.67M 0.08%
268,280
+14,200
260
$6.64M 0.08%
132,155
-1,525
261
$6.58M 0.08%
107,190
-350
262
$6.56M 0.08%
152,262
+503
263
$6.55M 0.08%
86,445
-4,825
264
$6.54M 0.08%
97,795
+24,365
265
$6.53M 0.08%
25,660
-3,741
266
$6.53M 0.08%
109,897
+600
267
$6.52M 0.08%
+98,040
268
$6.51M 0.08%
95,000
-25,100
269
$6.5M 0.08%
103,147
270
$6.49M 0.08%
49,569
271
$6.48M 0.08%
67,574
+11,504
272
$6.46M 0.08%
101,966
-230
273
$6.46M 0.08%
140,985
+4,975
274
$6.46M 0.08%
67,473
-5,024
275
$6.42M 0.08%
81,635
9 10
11
12 13