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
551
$2.26M 0.03%
41,550
-7,090
552
$2.25M 0.03%
35,540
-2,000
553
$2.23M 0.03%
62,333
+34,513
554
$2.23M 0.03%
14,900
555
$2.22M 0.03%
20,505
-9,400
556
$2.21M 0.03%
123,175
+11,490
557
$2.21M 0.03%
31,140
-2,300
558
$2.21M 0.03%
3,719
-200
559
$2.2M 0.03%
89,303
560
$2.19M 0.03%
90,284
561
$2.18M 0.03%
32,250
562
$2.17M 0.03%
60,065
+3,500
563
$2.13M 0.03%
39,348
-4,900
564
$2.13M 0.03%
54,123
-32,034
565
$2.13M 0.03%
70,630
566
$2.13M 0.03%
42,924
-2,400
567
$2.11M 0.02%
51,730
568
$2.1M 0.02%
30,370
-900
569
$2.09M 0.02%
14,480
-30
570
$2.09M 0.02%
71,400
-8,400
571
$2.06M 0.02%
89,374
+8,582
572
$2.05M 0.02%
63,445
-1,000
573
$2.05M 0.02%
43,468
-7,000
574
$2.04M 0.02%
43,500
-420
575
$2.04M 0.02%
53,190
-2,550
21 22
23
24 25