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
$6.45B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,290
New
Increased
Reduced
Closed

Top Buys

1
+$187M
2
+$144M
3
+$107M
4
JNJ icon
Johnson & Johnson
JNJ
+$102M
5
MSFT icon
Microsoft
MSFT
+$97.4M

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.99%
2 Technology 13.14%
3 Healthcare 12.95%
4 Energy 10.34%
5 Industrials 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2.8M 0.04%
+82,542
402
$2.79M 0.04%
+64,230
403
$2.79M 0.04%
+37,150
404
$2.78M 0.04%
+71,777
405
$2.77M 0.04%
+380,500
406
$2.77M 0.04%
+131,460
407
$2.77M 0.04%
+63,761
408
$2.77M 0.04%
+89,202
409
$2.76M 0.04%
+246,780
410
$2.76M 0.04%
+53,000
411
$2.76M 0.04%
+249,845
412
$2.75M 0.04%
+61,300
413
$2.75M 0.04%
+36,210
414
$2.73M 0.04%
+128,500
415
$2.72M 0.04%
+18,820
416
$2.72M 0.04%
+19,000
417
$2.71M 0.04%
+82,012
418
$2.7M 0.04%
+40,240
419
$2.68M 0.04%
+95,340
420
$2.64M 0.04%
+58,345
421
$2.63M 0.04%
+45,329
422
$2.62M 0.04%
+25,400
423
$2.62M 0.04%
+200,000
424
$2.61M 0.04%
+47,100
425
$2.6M 0.04%
+48,600
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