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
376
$4.1M 0.05%
32,496
-16,379
377
$4.07M 0.05%
342,771
+46,575
378
$4.07M 0.05%
78,770
379
$4.06M 0.05%
27,561
-35
380
$4.05M 0.05%
80,030
-6,620
381
$4.02M 0.05%
85,777
-50
382
$4M 0.05%
39,700
383
$3.99M 0.05%
44,356
-13,306
384
$3.97M 0.05%
216,127
+8,000
385
$3.97M 0.05%
88,899
+6,700
386
$3.96M 0.05%
32,570
-600
387
$3.96M 0.05%
28,866
-75
388
$3.93M 0.05%
43,190
+5,650
389
$3.92M 0.05%
83,175
-20,428
390
$3.91M 0.05%
41,045
+9,451
391
$3.9M 0.05%
44,388
-2,600
392
$3.9M 0.05%
22,400
393
$3.89M 0.05%
164,775
394
$3.86M 0.05%
51,900
+100
395
$3.85M 0.05%
90,492
-48,100
396
$3.84M 0.05%
80,555
-11,188
397
$3.84M 0.05%
24,910
+7,300
398
$3.82M 0.04%
18,445
-25
399
$3.81M 0.04%
59,080
+17,000
400
$3.8M 0.04%
104,160
-1,200
14 15
16
17 18