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
451
$3.74M 0.03%
152,885
-26,011
452
$3.72M 0.03%
98,700
+12,208
453
$3.71M 0.03%
142,781
-12,175
454
$3.7M 0.03%
143,750
+89,000
455
$3.68M 0.03%
50,952
-8,978
456
$3.67M 0.03%
96,183
-19,653
457
$3.67M 0.03%
41,154
+5,932
458
$3.67M 0.03%
70,227
-5,743
459
$3.67M 0.03%
117,372
-6,884
460
$3.66M 0.03%
63,540
-3,000
461
$3.66M 0.03%
81,694
+3,734
462
$3.65M 0.03%
4,569
463
$3.65M 0.03%
81,835
464
$3.65M 0.03%
33,728
-17,658
465
$3.62M 0.03%
255,964
+12,835
466
$3.62M 0.03%
9,540
+100
467
$3.61M 0.03%
78,203
-6,916
468
$3.6M 0.03%
64,447
469
$3.6M 0.03%
42,420
470
$3.58M 0.03%
165,863
+23,541
471
$3.56M 0.03%
120,090
+780
472
$3.54M 0.03%
28,787
-5,200
473
$3.51M 0.03%
134,082
+13,740
474
$3.51M 0.03%
78,895
-8,561
475
$3.51M 0.03%
40,178
+4,945
17 18
19
20 21