Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.23B
AUM Growth
+$510M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,948
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$12M
3
+$11.6M
4
CME icon
CME Group
CME
+$5.77M
5
XOM icon
Exxon Mobil
XOM
+$4.08M

Top Sells

1
+$13.1M
2
+$5.82M
3
+$5.09M
4
JCI icon
Johnson Controls International
JCI
+$4.5M
5
MDT icon
Medtronic
MDT
+$4.5M

Sector Composition

1 Financials 15.47%
2 Technology 14.07%
3 Healthcare 12.55%
4 Industrials 10.7%
5 Communication Services 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3.9M 0.05%
73,193
-14,208
377
$3.89M 0.05%
52,470
378
$3.83M 0.05%
79,070
+5,000
379
$3.83M 0.05%
158,330
+14,650
380
$3.83M 0.05%
34,700
381
$3.83M 0.05%
75,300
382
$3.83M 0.05%
67,078
-125
383
$3.83M 0.05%
27,900
-1,000
384
$3.82M 0.05%
57,645
385
$3.82M 0.05%
121,370
+95,850
386
$3.77M 0.05%
85,100
-4,000
387
$3.77M 0.05%
63,291
388
$3.76M 0.05%
199,637
+40,400
389
$3.74M 0.05%
51,550
390
$3.74M 0.05%
28,200
+2,500
391
$3.69M 0.04%
18,010
392
$3.69M 0.04%
90,690
+39,625
393
$3.65M 0.04%
60,950
+16,150
394
$3.65M 0.04%
76,045
-300
395
$3.65M 0.04%
46,349
-456
396
$3.63M 0.04%
74,700
397
$3.62M 0.04%
51,050
-5,497
398
$3.62M 0.04%
30,430
+400
399
$3.61M 0.04%
45,410
400
$3.6M 0.04%
15,605
+805
14 15
16
17 18