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
426
$4.08M 0.03%
159,614
+17,525
427
$4.05M 0.03%
92,948
-5,593
428
$4.02M 0.03%
41,110
429
$4M 0.03%
29,300
+400
430
$3.97M 0.03%
29,120
431
$3.95M 0.03%
54,120
432
$3.95M 0.03%
72,000
+1,600
433
$3.95M 0.03%
27,520
-50
434
$3.94M 0.03%
10,525
+3,500
435
$3.94M 0.03%
107,097
-8,500
436
$3.93M 0.03%
43,740
-500
437
$3.92M 0.03%
64,200
438
$3.9M 0.03%
83,300
-7,300
439
$3.89M 0.03%
29,710
-1,800
440
$3.89M 0.03%
56,090
-24,159
441
$3.87M 0.03%
41,700
+810
442
$3.87M 0.03%
26,960
+80
443
$3.86M 0.03%
218,529
+28,294
444
$3.86M 0.03%
97,800
445
$3.84M 0.03%
88,400
446
$3.83M 0.03%
31,300
-650
447
$3.81M 0.03%
114,111
+3,429
448
$3.77M 0.03%
77,400
-1,300
449
$3.76M 0.03%
83,500
-6,620
450
$3.74M 0.03%
42,625
-100
16 17
18
19 20