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
476
$3.49M 0.03%
32,875
-10,700
477
$3.48M 0.03%
89,634
-300
478
$3.46M 0.03%
16,300
-1,500
479
$3.46M 0.03%
100,795
+31,674
480
$3.44M 0.03%
60,811
+304
481
$3.4M 0.03%
36,306
-1,650
482
$3.39M 0.03%
70,622
+5,296
483
$3.37M 0.03%
125,761
-350
484
$3.36M 0.03%
62,288
-19,949
485
$3.36M 0.03%
22,777
-7,200
486
$3.35M 0.03%
42,515
-2,565
487
$3.34M 0.03%
43,610
-800
488
$3.31M 0.03%
109,359
+3,337
489
$3.3M 0.03%
74,069
-1,600
490
$3.29M 0.03%
82,440
+14,825
491
$3.27M 0.03%
21,520
-8,700
492
$3.26M 0.03%
87,636
-10,200
493
$3.25M 0.03%
81,800
+40,400
494
$3.25M 0.03%
28,500
+10,100
495
$3.24M 0.03%
48,590
496
$3.23M 0.03%
31,790
-1,000
497
$3.21M 0.03%
89,865
498
$3.19M 0.03%
29,451
-6,974
499
$3.18M 0.03%
63,845
-14,000
500
$3.18M 0.03%
88,465
-18,350
18 19
20
21 22