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
626
$1.86M 0.02%
11,600
627
$1.86M 0.02%
53,982
-2,658
628
$1.86M 0.02%
24,100
+7,000
629
$1.85M 0.02%
41,400
-700
630
$1.85M 0.02%
58,445
+8,762
631
$1.84M 0.02%
27,720
632
$1.84M 0.02%
27,330
-6,100
633
$1.83M 0.02%
39,324
+2,000
634
$1.83M 0.02%
63,000
-10,500
635
$1.82M 0.02%
72,928
-1,655
636
$1.82M 0.02%
24,300
637
$1.81M 0.02%
98,489
-7,965
638
$1.81M 0.02%
2,000
+400
639
$1.8M 0.02%
44,218
+1,110
640
$1.79M 0.02%
71,100
641
$1.79M 0.02%
9,721
+6,791
642
$1.77M 0.02%
52,550
643
$1.76M 0.02%
90,883
+15,000
644
$1.76M 0.02%
51,500
-2,200
645
$1.75M 0.02%
47,950
646
$1.75M 0.02%
28,020
+10,000
647
$1.75M 0.02%
20,211
-4,590
648
$1.74M 0.02%
23,475
+600
649
$1.73M 0.02%
38,800
650
$1.73M 0.02%
42,400
24 25
26
27 28