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
276
$7.76M 0.07%
176,200
-10,800
277
$7.76M 0.07%
37,700
-6,235
278
$7.64M 0.07%
32,700
-4,003
279
$7.63M 0.07%
361,664
+88,383
280
$7.63M 0.07%
20,273
+1,018
281
$7.59M 0.07%
174,143
-26,558
282
$7.58M 0.06%
75,975
+400
283
$7.56M 0.06%
209,899
+32,701
284
$7.54M 0.06%
124,105
-16,700
285
$7.52M 0.06%
128,655
-22,000
286
$7.44M 0.06%
228,696
-18,226
287
$7.42M 0.06%
125,720
+4,200
288
$7.4M 0.06%
193,578
+193,178
289
$7.4M 0.06%
153,534
-4,654
290
$7.39M 0.06%
47,800
+5,331
291
$7.33M 0.06%
63,635
-7,700
292
$7.32M 0.06%
48,340
-540
293
$7.3M 0.06%
247,084
-985
294
$7.2M 0.06%
47,025
-3,800
295
$7.17M 0.06%
53,730
-996
296
$7.08M 0.06%
67,284
+600
297
$7.05M 0.06%
380,345
+29,835
298
$7.05M 0.06%
86,810
+100
299
$7.04M 0.06%
74,465
+4,900
300
$7M 0.06%
190,780
+27,900
10 11
12
13 14