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
351
$5.66M 0.05%
73,655
+3,500
352
$5.61M 0.05%
61,516
-100
353
$5.61M 0.05%
124,253
+1,964
354
$5.58M 0.05%
38,757
+9,000
355
$5.51M 0.05%
53,650
+200
356
$5.49M 0.05%
31,535
-30
357
$5.48M 0.05%
231,075
-53,925
358
$5.48M 0.05%
72,745
+3,600
359
$5.48M 0.05%
56,130
+250
360
$5.45M 0.05%
113,495
-10,000
361
$5.41M 0.05%
180,341
+31,767
362
$5.39M 0.05%
67,680
-50
363
$5.39M 0.05%
27,973
-13,550
364
$5.34M 0.05%
101,650
-3,135
365
$5.3M 0.05%
102,010
-11,700
366
$5.29M 0.05%
19,120
-600
367
$5.26M 0.05%
55,677
-3,379
368
$5.26M 0.05%
32,235
-3,200
369
$5.25M 0.05%
121,990
+11,590
370
$5.24M 0.04%
25,000
371
$5.23M 0.04%
258,492
-59,675
372
$5.22M 0.04%
74,209
+15,877
373
$5.22M 0.04%
108,560
-6,890
374
$5.18M 0.04%
73,365
+4,971
375
$5.18M 0.04%
101,871
+18,320
13 14
15
16 17