Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.23B
AUM Growth
+$510M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,948
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$12M
3
+$11.6M
4
CME icon
CME Group
CME
+$5.77M
5
XOM icon
Exxon Mobil
XOM
+$4.08M

Top Sells

1
+$13.1M
2
+$5.82M
3
+$5.09M
4
JCI icon
Johnson Controls International
JCI
+$4.5M
5
MDT icon
Medtronic
MDT
+$4.5M

Sector Composition

1 Financials 15.47%
2 Technology 14.07%
3 Healthcare 12.55%
4 Industrials 10.7%
5 Communication Services 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.83M 0.03%
50,200
+5,000
477
$2.82M 0.03%
31,800
-200
478
$2.81M 0.03%
65,885
-29,753
479
$2.81M 0.03%
213,001
-14,255
480
$2.79M 0.03%
33,000
-6,650
481
$2.79M 0.03%
46,250
-1,400
482
$2.78M 0.03%
27,160
483
$2.77M 0.03%
51,640
-1,400
484
$2.76M 0.03%
24,700
485
$2.75M 0.03%
30,326
-22,808
486
$2.75M 0.03%
100,550
+71,550
487
$2.75M 0.03%
178,108
-116,244
488
$2.73M 0.03%
42,755
489
$2.73M 0.03%
99,243
-6,074
490
$2.73M 0.03%
18,430
+1,800
491
$2.72M 0.03%
37,900
+1,700
492
$2.72M 0.03%
47,150
493
$2.7M 0.03%
+97,000
494
$2.7M 0.03%
246,788
-40,501
495
$2.7M 0.03%
27,800
+5,000
496
$2.69M 0.03%
193,148
+48,968
497
$2.69M 0.03%
3,276
498
$2.68M 0.03%
11,528
499
$2.67M 0.03%
82,175
+24,080
500
$2.67M 0.03%
25,120
18 19
20
21 22