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
301
$6.92M 0.06%
54,415
+7,935
302
$6.89M 0.06%
193,125
-10,200
303
$6.89M 0.06%
401,460
-12,700
304
$6.89M 0.06%
151,570
-6,000
305
$6.88M 0.06%
103,522
+10,455
306
$6.85M 0.06%
124,478
-42,445
307
$6.82M 0.06%
244,500
+3,000
308
$6.81M 0.06%
368,744
-24,800
309
$6.81M 0.06%
167,277
-16,700
310
$6.78M 0.06%
19,559
+4,259
311
$6.71M 0.06%
75,386
-2,585
312
$6.69M 0.06%
111,469
-541
313
$6.52M 0.06%
115,857
-4,200
314
$6.51M 0.06%
105,875
-19,900
315
$6.5M 0.06%
944,281
+52,698
316
$6.46M 0.06%
31,876
+7,025
317
$6.41M 0.05%
81,752
+200
318
$6.39M 0.05%
44,984
-5,799
319
$6.38M 0.05%
22,600
-3,116
320
$6.37M 0.05%
150,313
+7,820
321
$6.31M 0.05%
42,270
-9,640
322
$6.27M 0.05%
56,694
+3,995
323
$6.19M 0.05%
97,520
-1,600
324
$6.12M 0.05%
178,596
-12,165
325
$6.09M 0.05%
75,120
-23,670
11 12
13
14 15