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
$8.23B
AUM Growth
+$510M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,948
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$12M
3
+$11.6M
4
CME icon
CME Group
CME
+$5.77M
5
XOM icon
Exxon Mobil
XOM
+$4.08M

Top Sells

1
+$13.1M
2
+$5.82M
3
+$5.09M
4
JCI icon
Johnson Controls International
JCI
+$4.5M
5
MDT icon
Medtronic
MDT
+$4.5M

Sector Composition

1 Financials 15.47%
2 Technology 14.07%
3 Healthcare 12.55%
4 Industrials 10.7%
5 Communication Services 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2.04M 0.02%
51,730
+22,200
602
$2.04M 0.02%
40,975
+987
603
$2.04M 0.02%
15,398
-2,162
604
$2.02M 0.02%
30,700
-600
605
$2M 0.02%
41,768
-200
606
$1.99M 0.02%
37,740
607
$1.99M 0.02%
28,273
-2,127
608
$1.99M 0.02%
12,464
+4,464
609
$1.98M 0.02%
89,530
-12,550
610
$1.98M 0.02%
64,825
611
$1.96M 0.02%
53,570
+14,450
612
$1.96M 0.02%
24,210
613
$1.96M 0.02%
26,810
-2,000
614
$1.95M 0.02%
25,348
-2,400
615
$1.93M 0.02%
36,430
616
$1.91M 0.02%
16,177
617
$1.9M 0.02%
24,170
+2,541
618
$1.9M 0.02%
+399,877
619
$1.89M 0.02%
15,400
620
$1.89M 0.02%
22,950
-250
621
$1.89M 0.02%
62,000
+31,000
622
$1.87M 0.02%
24,048
623
$1.87M 0.02%
22,880
+1,700
624
$1.87M 0.02%
14,600
625
$1.86M 0.02%
70,225
+9,165
23 24
25
26 27