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
651
$1.67M 0.02%
5,800
+1,200
652
$1.65M 0.02%
60,420
-30,000
653
$1.64M 0.02%
1,900
654
$1.64M 0.02%
50,834
-51,045
655
$1.64M 0.02%
25,360
656
$1.64M 0.02%
59,325
-45,125
657
$1.63M 0.02%
70,400
-700
658
$1.63M 0.02%
18,590
-4,421
659
$1.62M 0.02%
9,028
-2,500
660
$1.61M 0.02%
38,600
-500
661
$1.61M 0.02%
13,047
+47
662
$1.6M 0.02%
28,660
-784
663
$1.6M 0.02%
28,700
664
$1.58M 0.02%
27,172
-700
665
$1.58M 0.02%
40,200
-1,200
666
$1.57M 0.02%
25,200
-8,840
667
$1.56M 0.02%
20,320
-1,300
668
$1.55M 0.02%
29,231
+200
669
$1.54M 0.02%
33,380
-10,000
670
$1.54M 0.02%
70,800
+7,500
671
$1.53M 0.02%
48,300
672
$1.53M 0.02%
29,949
-917
673
$1.53M 0.02%
182,500
+630
674
$1.52M 0.02%
10,500
-8,327
675
$1.5M 0.02%
66,420
+14,223
25 26
27
28 29