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
376
$5.15M 0.04%
65,751
+5,466
377
$5.06M 0.04%
32,940
-9,850
378
$5.04M 0.04%
196,535
-9,127
379
$5M 0.04%
58,714
+4,000
380
$4.92M 0.04%
52,890
-500
381
$4.91M 0.04%
68,456
+1,500
382
$4.87M 0.04%
56,577
-5,333
383
$4.85M 0.04%
167,500
-36,200
384
$4.82M 0.04%
50,580
+50
385
$4.78M 0.04%
160,000
386
$4.78M 0.04%
26,824
-10,195
387
$4.75M 0.04%
41,791
-1,849
388
$4.74M 0.04%
10,787
-963
389
$4.73M 0.04%
28,345
390
$4.72M 0.04%
97,126
-700
391
$4.69M 0.04%
194,696
-27,568
392
$4.67M 0.04%
57,362
+18,676
393
$4.63M 0.04%
65,882
-5,315
394
$4.63M 0.04%
87,732
-5,000
395
$4.62M 0.04%
32,863
-3,546
396
$4.6M 0.04%
54,793
-663
397
$4.6M 0.04%
33,100
+2,850
398
$4.59M 0.04%
31,540
-450
399
$4.58M 0.04%
70,446
+5,500
400
$4.58M 0.04%
59,100
-12,200
14 15
16
17 18