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
351
$4.43M 0.05%
63,395
-6,875
352
$4.42M 0.05%
57,900
-1,150
353
$4.41M 0.05%
140,016
-11,022
354
$4.36M 0.05%
81,616
+30,000
355
$4.35M 0.05%
52,470
356
$4.34M 0.05%
548,160
-20,592
357
$4.34M 0.05%
57,355
358
$4.33M 0.05%
757,467
-84,076
359
$4.33M 0.05%
59,030
360
$4.32M 0.05%
93,990
-3,050
361
$4.3M 0.05%
39,550
-800
362
$4.3M 0.05%
108,592
-13,600
363
$4.26M 0.05%
392,264
+56,000
364
$4.25M 0.05%
125,713
-2,341
365
$4.22M 0.05%
40,440
366
$4.22M 0.05%
173,880
+13,260
367
$4.2M 0.05%
102,243
-25
368
$4.19M 0.05%
40,643
369
$4.19M 0.05%
189,672
-34,931
370
$4.19M 0.05%
37,291
-4,410
371
$4.18M 0.05%
39,278
+11,632
372
$4.18M 0.05%
108,597
373
$4.17M 0.05%
203,513
-20,587
374
$4.12M 0.05%
105,304
+813
375
$4.1M 0.05%
70,300
13 14
15
16 17