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
426
$3.34M 0.04%
29,085
-25,120
427
$3.32M 0.04%
29,290
428
$3.3M 0.04%
181,286
-4,876
429
$3.29M 0.04%
34,465
+200
430
$3.29M 0.04%
26,077
431
$3.29M 0.04%
35,448
-8,300
432
$3.27M 0.04%
44,910
-500
433
$3.27M 0.04%
70,446
-6,721
434
$3.26M 0.04%
24,461
+300
435
$3.26M 0.04%
84,820
436
$3.26M 0.04%
41,620
437
$3.25M 0.04%
114,557
-58,030
438
$3.25M 0.04%
112,774
-34,183
439
$3.24M 0.04%
104,935
-5,185
440
$3.23M 0.04%
93,500
+14,495
441
$3.23M 0.04%
35,311
+4,090
442
$3.23M 0.04%
69,090
-12,000
443
$3.21M 0.04%
56,070
-500
444
$3.2M 0.04%
41,475
+24,500
445
$3.2M 0.04%
57,404
-468
446
$3.19M 0.04%
82,082
-25
447
$3.18M 0.04%
36,010
+2,454
448
$3.17M 0.04%
96,000
-3,000
449
$3.17M 0.04%
78,812
450
$3.16M 0.04%
60,972
-18,100
16 17
18
19 20