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
526
$2.87M 0.02%
24,500
527
$2.83M 0.02%
160,274
+22,717
528
$2.83M 0.02%
65,910
+16,760
529
$2.77M 0.02%
26,920
+100
530
$2.75M 0.02%
107,775
-5,900
531
$2.74M 0.02%
247,653
+27,822
532
$2.74M 0.02%
82,429
+330
533
$2.73M 0.02%
105,453
+15,120
534
$2.72M 0.02%
20,800
535
$2.72M 0.02%
72,363
-4,122
536
$2.71M 0.02%
17,640
-1,400
537
$2.71M 0.02%
49,538
538
$2.7M 0.02%
31,370
+3,390
539
$2.69M 0.02%
62,767
+19,300
540
$2.68M 0.02%
56,200
-7,500
541
$2.67M 0.02%
64,700
+8,971
542
$2.66M 0.02%
43,000
543
$2.65M 0.02%
22,400
544
$2.65M 0.02%
25,220
+100
545
$2.65M 0.02%
21,241
-15,532
546
$2.65M 0.02%
19,790
-1,000
547
$2.64M 0.02%
70,943
+9,265
548
$2.64M 0.02%
36,770
-12,600
549
$2.61M 0.02%
19,100
-2,900
550
$2.6M 0.02%
55,475
+825
20 21
22
23 24