Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
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 18.05%
2 Financials 14.15%
3 Healthcare 13.89%
4 Industrials 8.85%
5 Communication Services 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$2.43M 0.02%
33,630
577
$2.43M 0.02%
28,709
+2,474
578
$2.42M 0.02%
214,336
579
$2.42M 0.02%
34,100
580
$2.42M 0.02%
55,030
+653
581
$2.41M 0.02%
29,938
+110
582
$2.41M 0.02%
37,255
583
$2.41M 0.02%
14,215
+5,559
584
$2.41M 0.02%
15,130
-5,000
585
$2.4M 0.02%
38,285
+8,500
586
$2.39M 0.02%
27,335
+12,740
587
$2.38M 0.02%
33,224
+24,050
588
$2.36M 0.02%
56,200
-1,200
589
$2.35M 0.02%
50,054
-1,532
590
$2.35M 0.02%
49,300
+360
591
$2.35M 0.02%
27,420
592
$2.33M 0.02%
45,990
-1,500
593
$2.31M 0.02%
29,557
-17,664
594
$2.3M 0.02%
55,504
+6,552
595
$2.3M 0.02%
72,910
+14,762
596
$2.29M 0.02%
98,998
-1,750
597
$2.29M 0.02%
43,548
598
$2.27M 0.02%
27,164
+3,700
599
$2.27M 0.02%
140,715
+70,733
600
$2.26M 0.02%
19,350
-4,000
22 23
24
25 26