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
326
$4.97M 0.06%
71,780
-3,700
327
$4.97M 0.06%
118,046
+16,000
328
$4.96M 0.06%
62,076
-5,761
329
$4.96M 0.06%
15,762
+147
330
$4.95M 0.06%
185,000
331
$4.95M 0.06%
44,434
-845
332
$4.95M 0.06%
47,793
+3,000
333
$4.91M 0.06%
51,548
-1,100
334
$4.86M 0.06%
52,110
-3,300
335
$4.86M 0.06%
67,865
+3,200
336
$4.83M 0.06%
18,801
+4,978
337
$4.83M 0.06%
163,475
+77,300
338
$4.82M 0.06%
27,300
339
$4.82M 0.06%
83,595
+43,406
340
$4.8M 0.06%
53,122
-2,009
341
$4.76M 0.06%
110,916
+43,605
342
$4.59M 0.05%
79,647
-25,807
343
$4.59M 0.05%
197,947
+41,623
344
$4.55M 0.05%
115,825
-2,350
345
$4.55M 0.05%
82,957
+17,079
346
$4.54M 0.05%
63,291
347
$4.53M 0.05%
74,700
348
$4.48M 0.05%
30,000
349
$4.48M 0.05%
67,448
+2,750
350
$4.48M 0.05%
119,962
12 13
14
15 16