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
$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 18.06%
2 Financials 14.15%
3 Healthcare 13.89%
4 Industrials 8.83%
5 Communication Services 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$2.08M 0.02%
93,100
-23,100
627
$2.08M 0.02%
53,750
+1,300
628
$2.08M 0.02%
8,300
629
$2.07M 0.02%
13,437
-10
630
$2.07M 0.02%
24,495
+14,875
631
$2.07M 0.02%
25,354
+137
632
$2.06M 0.02%
88,500
633
$2.06M 0.02%
12,200
+200
634
$2.06M 0.02%
108,277
+2,365
635
$2.05M 0.02%
73,700
-15,875
636
$2.05M 0.02%
25,770
+3,360
637
$2.05M 0.02%
42,965
-8,870
638
$2.04M 0.02%
84,036
+6,258
639
$2.03M 0.02%
52,150
-9,800
640
$2.02M 0.02%
57,641
+8,517
641
$2.01M 0.02%
62,900
642
$2M 0.02%
7,911
-4,360
643
$2M 0.02%
40,480
+844
644
$2M 0.02%
123,092
+19,928
645
$1.99M 0.02%
42,526
646
$1.98M 0.02%
58,800
+386
647
$1.98M 0.02%
116,505
+59,381
648
$1.95M 0.02%
21,500
649
$1.94M 0.02%
22,050
-1,560
650
$1.94M 0.02%
111,410
-1,650
24 25
26
27 28