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
26
$62.3M 0.73%
949,182
-10,624
27
$61.5M 0.72%
558,850
-135,567
28
$61.4M 0.72%
1,801,854
+5,301
29
$59.7M 0.7%
1,211,747
+77,494
30
$58M 0.68%
501,546
+11,590
31
$56.3M 0.66%
1,252,433
+17,605
32
$52.8M 0.62%
561,843
+2,893
33
$51.6M 0.61%
351,233
-6,956
34
$51.2M 0.6%
294,748
+10,239
35
$50.2M 0.59%
295,158
+7,271
36
$48M 0.56%
314,131
-6,991
37
$47.3M 0.56%
634,183
-17,250
38
$44.2M 0.52%
363,340
-12,371
39
$44.1M 0.52%
224,399
-6,754
40
$41.8M 0.49%
1,642,779
-152,310
41
$39.4M 0.46%
551,116
-36,759
42
$38.9M 0.46%
500,992
-22,037
43
$38.2M 0.45%
226,210
+17,563
44
$37.9M 0.45%
347,294
-1,620
45
$37.6M 0.44%
425,598
+48,413
46
$37.3M 0.44%
292,287
+6,324
47
$37.2M 0.44%
570,150
48
$36.9M 0.43%
19,737
+246
49
$36.6M 0.43%
476,549
+7,629
50
$36M 0.42%
513,497
+11,653
1
2
3 4 5