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
276
$6.39M 0.08%
73,923
-20,576
277
$6.39M 0.08%
202,804
-11,900
278
$6.33M 0.07%
85,937
+10,925
279
$6.31M 0.07%
53,040
-16,350
280
$6.28M 0.07%
14,583
+6,384
281
$6.27M 0.07%
49,329
+229
282
$6.23M 0.07%
94,847
+6,360
283
$6.22M 0.07%
74,413
+15,897
284
$6.21M 0.07%
58,820
285
$6.18M 0.07%
94,000
286
$6.17M 0.07%
115,541
-850
287
$6.14M 0.07%
98,250
-100
288
$6.13M 0.07%
91,070
-3,400
289
$6.1M 0.07%
250,179
-65,905
290
$6.08M 0.07%
140,520
+24,300
291
$6.05M 0.07%
418,665
-37,367
292
$6.03M 0.07%
176,590
-10,500
293
$6.01M 0.07%
179,844
+26,400
294
$5.99M 0.07%
81,671
-86
295
$5.92M 0.07%
31,087
-100
296
$5.89M 0.07%
57,927
-800
297
$5.88M 0.07%
44,068
-8,200
298
$5.83M 0.07%
47,860
299
$5.79M 0.07%
35,851
+4,449
300
$5.75M 0.07%
79,579
+3,900
10 11
12
13 14