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
651
$1.73M 0.02%
43,530
652
$1.73M 0.02%
25,622
+7,822
653
$1.72M 0.02%
104,543
654
$1.71M 0.02%
29,610
+1,000
655
$1.7M 0.02%
45,637
-8,147
656
$1.7M 0.02%
26,050
+3,600
657
$1.7M 0.02%
31,461
658
$1.69M 0.02%
90,100
659
$1.69M 0.02%
9,856
660
$1.68M 0.02%
9,800
661
$1.68M 0.02%
155,189
-4,000
662
$1.67M 0.02%
49,050
-750
663
$1.67M 0.02%
102,400
+7,000
664
$1.66M 0.02%
23,020
665
$1.66M 0.02%
84,700
666
$1.64M 0.02%
21,140
+2,800
667
$1.63M 0.02%
30,000
-350
668
$1.62M 0.02%
30,866
669
$1.61M 0.02%
20,600
670
$1.61M 0.02%
38,750
+1,400
671
$1.61M 0.02%
182,900
+58,200
672
$1.6M 0.02%
+13,113
673
$1.6M 0.02%
51,835
+2,500
674
$1.59M 0.02%
1,900
675
$1.58M 0.02%
26,400
-2,000
25 26
27
28 29