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
301
$5.74M 0.07%
51,030
302
$5.72M 0.07%
75,151
-600
303
$5.65M 0.07%
105,645
304
$5.63M 0.07%
86,151
-451
305
$5.61M 0.07%
54,610
-2,100
306
$5.59M 0.07%
84,222
+200
307
$5.54M 0.07%
17,610
-400
308
$5.51M 0.06%
175,692
+8,265
309
$5.5M 0.06%
27,032
-627
310
$5.44M 0.06%
80,270
-400
311
$5.43M 0.06%
100,961
-775
312
$5.39M 0.06%
42,072
-501
313
$5.38M 0.06%
87,965
-6,600
314
$5.38M 0.06%
208,648
-5,911
315
$5.37M 0.06%
195,440
+10,150
316
$5.36M 0.06%
81,892
-2,852
317
$5.35M 0.06%
81,911
-12
318
$5.28M 0.06%
112,104
-8,500
319
$5.25M 0.06%
160,512
-21,175
320
$5.21M 0.06%
158,364
-11,097
321
$5.19M 0.06%
106,794
-612
322
$5.17M 0.06%
8,960
+453
323
$5.16M 0.06%
214,258
+11,007
324
$5.11M 0.06%
55,214
-5,274
325
$5.08M 0.06%
53,649
+10,400
11 12
13
14 15