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
401
$3.79M 0.04%
99,570
+11,000
402
$3.77M 0.04%
154,130
-1,200
403
$3.76M 0.04%
445,500
404
$3.72M 0.04%
47,405
+13,690
405
$3.65M 0.04%
61,143
+18,808
406
$3.64M 0.04%
93,426
+4,400
407
$3.63M 0.04%
57,023
-9,900
408
$3.62M 0.04%
133,216
-334
409
$3.6M 0.04%
94,830
410
$3.59M 0.04%
182,930
-37,400
411
$3.59M 0.04%
38,120
-200
412
$3.56M 0.04%
153,000
+26,250
413
$3.55M 0.04%
21,227
-11,800
414
$3.55M 0.04%
41,620
415
$3.54M 0.04%
265,720
416
$3.5M 0.04%
31,687
417
$3.48M 0.04%
113,525
+10,201
418
$3.48M 0.04%
28,195
-1,300
419
$3.47M 0.04%
73,945
-2,100
420
$3.42M 0.04%
20,475
-1,800
421
$3.41M 0.04%
20,860
-250
422
$3.41M 0.04%
58,030
423
$3.39M 0.04%
124,142
-1,728
424
$3.37M 0.04%
30,671
-1,450
425
$3.34M 0.04%
53,868
+500
15 16
17
18 19