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
551
$2.6M 0.02%
127,398
-2,824
552
$2.6M 0.02%
121,369
553
$2.59M 0.02%
83,180
+5,289
554
$2.59M 0.02%
104,224
+11,144
555
$2.59M 0.02%
60,930
-2,900
556
$2.58M 0.02%
96,300
-2,300
557
$2.57M 0.02%
96,020
+5,138
558
$2.57M 0.02%
85,708
-39,154
559
$2.56M 0.02%
59,249
560
$2.54M 0.02%
24,084
-3,340
561
$2.54M 0.02%
15,879
-3,200
562
$2.54M 0.02%
193,501
-10,215
563
$2.52M 0.02%
10,350
+1,150
564
$2.52M 0.02%
15,120
565
$2.49M 0.02%
31,010
-7,300
566
$2.49M 0.02%
10,765
+350
567
$2.49M 0.02%
40,377
+6,069
568
$2.49M 0.02%
16,600
+1,000
569
$2.48M 0.02%
27,720
570
$2.48M 0.02%
62,805
-200
571
$2.48M 0.02%
128,850
-16,531
572
$2.46M 0.02%
31,410
+300
573
$2.46M 0.02%
36,241
574
$2.46M 0.02%
32,610
-5,900
575
$2.43M 0.02%
41,183
-9,800
21 22
23
24 25