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
526
$2.48M 0.03%
34,670
-4,500
527
$2.48M 0.03%
114,800
528
$2.47M 0.03%
75,540
+20,000
529
$2.47M 0.03%
41,370
-19,000
530
$2.46M 0.03%
21,800
-2,000
531
$2.45M 0.03%
27,475
532
$2.45M 0.03%
242,620
-329
533
$2.44M 0.03%
15,374
+5,518
534
$2.44M 0.03%
53,760
535
$2.43M 0.03%
127,511
+1,100
536
$2.43M 0.03%
19,398
-635
537
$2.41M 0.03%
52,870
-7,850
538
$2.4M 0.03%
41,500
539
$2.4M 0.03%
60,485
+15,435
540
$2.4M 0.03%
45,200
-2,000
541
$2.39M 0.03%
53,883
-23,425
542
$2.38M 0.03%
34,876
-6,761
543
$2.38M 0.03%
8,850
-250
544
$2.37M 0.03%
11,600
+50
545
$2.37M 0.03%
47,150
546
$2.37M 0.03%
36,370
-10,000
547
$2.34M 0.03%
19,796
+2,300
548
$2.33M 0.03%
27,220
+5,800
549
$2.33M 0.03%
62,179
+450
550
$2.32M 0.03%
17,177
20 21
22
23 24