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
626
$1.77M 0.02%
53,150
-26,600
627
$1.76M 0.02%
59,533
-2,920
628
$1.76M 0.02%
28,100
629
$1.76M 0.02%
1,800
-200
630
$1.76M 0.02%
33,494
-12,253
631
$1.75M 0.02%
26,900
-10,541
632
$1.74M 0.02%
29,848
+100
633
$1.74M 0.02%
19,169
634
$1.74M 0.02%
38,760
+4,510
635
$1.73M 0.02%
90,940
-560
636
$1.73M 0.02%
18,440
+100
637
$1.72M 0.02%
14,650
-300
638
$1.72M 0.02%
44,300
-4,300
639
$1.72M 0.02%
106,298
+3,500
640
$1.71M 0.02%
710
+310
641
$1.71M 0.02%
9,800
642
$1.71M 0.02%
27,513
-220
643
$1.7M 0.02%
137,394
-3,610
644
$1.69M 0.02%
51,620
645
$1.69M 0.02%
60,280
646
$1.69M 0.02%
30,210
647
$1.69M 0.02%
82,300
648
$1.69M 0.02%
61,600
649
$1.68M 0.02%
32,740
-7,300
650
$1.67M 0.02%
90,890
-48,220
24 25
26
27 28