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
401
$3.6M 0.04%
75,630
402
$3.59M 0.04%
40,440
-3,000
403
$3.58M 0.04%
26,642
-2,121
404
$3.56M 0.04%
57,600
-8,700
405
$3.55M 0.04%
112,400
+21,600
406
$3.54M 0.04%
147,972
-1,125
407
$3.53M 0.04%
80,600
-12,200
408
$3.53M 0.04%
47,663
+3,690
409
$3.52M 0.04%
67,171
-10,921
410
$3.51M 0.04%
265,805
+24,300
411
$3.5M 0.04%
41,620
-44,500
412
$3.49M 0.04%
79,072
-2,000
413
$3.49M 0.04%
109,017
414
$3.48M 0.04%
95,950
+17,995
415
$3.48M 0.04%
15,490
416
$3.48M 0.04%
59,030
417
$3.47M 0.04%
49,076
+2,907
418
$3.47M 0.04%
148,510
-12,245
419
$3.47M 0.04%
94,400
+23,900
420
$3.43M 0.04%
20,264
-100
421
$3.42M 0.04%
28,941
+27
422
$3.4M 0.04%
39,700
423
$3.39M 0.04%
20,275
+875
424
$3.38M 0.04%
66,300
+500
425
$3.37M 0.04%
50,823
15 16
17
18 19