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
651
$1.93M 0.02%
46,064
-2,740
652
$1.93M 0.02%
13,390
-420
653
$1.93M 0.02%
6,900
-1,100
654
$1.93M 0.02%
122,460
-10,113
655
$1.91M 0.02%
45,515
+8,817
656
$1.91M 0.02%
70,972
-15,050
657
$1.9M 0.02%
500
-422
658
$1.89M 0.02%
13,970
-8,300
659
$1.89M 0.02%
25,154
+914
660
$1.87M 0.02%
11,500
-2,500
661
$1.87M 0.02%
28,700
-1,750
662
$1.87M 0.02%
77,410
663
$1.85M 0.02%
16,531
+354
664
$1.85M 0.02%
52,413
+1,231
665
$1.84M 0.02%
47,808
+16,008
666
$1.84M 0.02%
43,475
-3,950
667
$1.84M 0.02%
29,091
-2,600
668
$1.83M 0.02%
44,250
+150
669
$1.83M 0.02%
15,983
+658
670
$1.81M 0.02%
32,933
-13,978
671
$1.81M 0.02%
47,300
-20,300
672
$1.81M 0.02%
41,410
-15,200
673
$1.81M 0.02%
38,500
-250
674
$1.8M 0.02%
83,550
+13,050
675
$1.79M 0.02%
130,930
-20,500
25 26
27
28 29