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
501
$3.13M 0.03%
82,690
+500
502
$3.13M 0.03%
36,305
-5,050
503
$3.12M 0.03%
69,189
+6,440
504
$3.08M 0.03%
39,632
-25,044
505
$3.08M 0.03%
73,765
506
$3.07M 0.03%
32,343
-2,058
507
$3.07M 0.03%
21,904
-7,257
508
$3.07M 0.03%
104,096
+32,202
509
$3.05M 0.03%
28,675
-9,425
510
$3.04M 0.03%
50,850
+500
511
$3.03M 0.03%
61,868
-15,979
512
$3.03M 0.03%
36,850
+20,150
513
$3.01M 0.03%
59,740
-1,285
514
$3M 0.03%
28,300
515
$3M 0.03%
42,350
-8,800
516
$3M 0.03%
106,680
+720
517
$3M 0.03%
24,514
+1,000
518
$2.99M 0.03%
65,244
-2,201
519
$2.97M 0.03%
39,870
-3,780
520
$2.96M 0.03%
128,895
+57,672
521
$2.96M 0.03%
11,800
-4,000
522
$2.92M 0.03%
57,226
-4,595
523
$2.91M 0.02%
55,992
524
$2.9M 0.02%
21,858
-832
525
$2.88M 0.02%
18,868
+5,108
19 20
21
22 23