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
576
$2.03M 0.02%
4,942
+1,666
577
$2.02M 0.02%
21,800
578
$2.02M 0.02%
15,900
-397
579
$2.01M 0.02%
27,330
-4,000
580
$2.01M 0.02%
24,820
581
$2.01M 0.02%
22,425
-5,300
582
$2M 0.02%
110,000
583
$2M 0.02%
53,240
-400
584
$2M 0.02%
44,870
585
$2M 0.02%
48,810
-2,000
586
$1.99M 0.02%
42,465
+15,000
587
$1.99M 0.02%
77,760
588
$1.98M 0.02%
49,835
-1,030
589
$1.98M 0.02%
51,960
-3,900
590
$1.97M 0.02%
26,010
-2,200
591
$1.96M 0.02%
109,355
+2,955
592
$1.95M 0.02%
59,200
+35,000
593
$1.94M 0.02%
29,110
-500
594
$1.94M 0.02%
32,420
595
$1.94M 0.02%
15,100
-160
596
$1.92M 0.02%
59,249
-4,000
597
$1.92M 0.02%
57,190
598
$1.91M 0.02%
83,534
+11,863
599
$1.91M 0.02%
56,364
-800
600
$1.91M 0.02%
31,400
-21,100
22 23
24
25 26