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
401
$4.57M 0.04%
41,181
-7,200
402
$4.55M 0.04%
30,344
-2,966
403
$4.5M 0.04%
27,800
-1,000
404
$4.49M 0.04%
68,611
+14,811
405
$4.48M 0.04%
210,021
+10,169
406
$4.48M 0.04%
37,065
+15
407
$4.48M 0.04%
296,820
-27,200
408
$4.46M 0.04%
16,620
409
$4.46M 0.04%
70,607
+9,007
410
$4.45M 0.04%
74,290
-600
411
$4.45M 0.04%
139,569
+7,950
412
$4.41M 0.04%
24,500
-2,950
413
$4.4M 0.04%
17,040
+2,150
414
$4.36M 0.04%
48,603
-23,356
415
$4.3M 0.04%
40,280
-11,637
416
$4.29M 0.04%
65,979
-1,443
417
$4.26M 0.04%
38,050
-4,800
418
$4.24M 0.04%
132,415
-5,320
419
$4.24M 0.04%
321,101
-29,553
420
$4.21M 0.04%
67,587
-3,800
421
$4.16M 0.04%
166,021
-7,183
422
$4.13M 0.04%
37,210
+50
423
$4.13M 0.04%
126,000
+5,675
424
$4.09M 0.04%
29,300
-14,327
425
$4.09M 0.04%
52,020
+120
15 16
17
18 19