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
326
$6.08M 0.05%
293,792
+7,070
327
$6.08M 0.05%
10,855
-680
328
$6.07M 0.05%
49,170
-7,350
329
$6.07M 0.05%
144,645
+24,892
330
$6.06M 0.05%
49,210
-14,300
331
$6.03M 0.05%
98,360
-400
332
$5.98M 0.05%
53,430
-4,045
333
$5.91M 0.05%
49,310
334
$5.9M 0.05%
17,417
+4,779
335
$5.89M 0.05%
19,650
-3,700
336
$5.88M 0.05%
215,759
-4,540
337
$5.86M 0.05%
62,325
-8,220
338
$5.85M 0.05%
98,145
-1,125
339
$5.84M 0.05%
55,500
-1,200
340
$5.84M 0.05%
134,392
-3,700
341
$5.83M 0.05%
348,500
-23,250
342
$5.83M 0.05%
115,289
-3,517
343
$5.83M 0.05%
189,788
-3,937
344
$5.83M 0.05%
168,114
-4,466
345
$5.82M 0.05%
66,026
-7,600
346
$5.8M 0.05%
91,770
347
$5.77M 0.05%
110,252
-2,200
348
$5.77M 0.05%
72,828
-8,000
349
$5.75M 0.05%
52,796
+900
350
$5.75M 0.05%
67,750
-9,590
12 13
14
15 16