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
$11.7B
AUM Growth
+$415M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,090
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$18M
3
+$14.1M
4
WW
WW International
WW
+$7.38M
5
MDT icon
Medtronic
MDT
+$6.49M

Top Sells

1
+$67.1M
2
+$36.5M
3
+$28.6M
4
AMZN icon
Amazon
AMZN
+$23.3M
5
MS icon
Morgan Stanley
MS
+$14.5M

Sector Composition

1 Technology 18.06%
2 Financials 14.15%
3 Healthcare 13.89%
4 Industrials 8.83%
5 Communication Services 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$8.54M 0.07%
89,135
-400
252
$8.48M 0.07%
60,940
-900
253
$8.39M 0.07%
114,285
-22,865
254
$8.36M 0.07%
76,230
-10,150
255
$8.36M 0.07%
25,304
-1,246
256
$8.35M 0.07%
96,695
+6,200
257
$8.33M 0.07%
57,318
-2,800
258
$8.28M 0.07%
128,035
-7,154
259
$8.27M 0.07%
94,368
-8,300
260
$8.24M 0.07%
153,678
-5,650
261
$8.24M 0.07%
162,422
+21,056
262
$8.23M 0.07%
283,858
-7,805
263
$8.22M 0.07%
86,900
264
$8.21M 0.07%
63,759
+2,398
265
$8.2M 0.07%
83,885
-12,200
266
$8.04M 0.07%
116,385
-8,650
267
$8.02M 0.07%
82,610
-5,100
268
$8.02M 0.07%
115,200
+21,200
269
$7.96M 0.07%
247,778
+50,627
270
$7.93M 0.07%
46,130
-900
271
$7.92M 0.07%
74,641
+9,264
272
$7.91M 0.07%
373,594
-22,700
273
$7.82M 0.07%
226,980
+18,985
274
$7.8M 0.07%
73,826
+6,083
275
$7.77M 0.07%
114,880
-9,500
9 10
11
12 13