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
676
$1.58M 0.02%
+35,000
677
$1.58M 0.02%
10,700
678
$1.57M 0.02%
21,650
+850
679
$1.57M 0.02%
34,400
+2,900
680
$1.56M 0.02%
15,000
-200
681
$1.56M 0.02%
58,150
682
$1.56M 0.02%
+110,000
683
$1.56M 0.02%
64,607
684
$1.56M 0.02%
51,620
-191
685
$1.55M 0.02%
14,400
686
$1.55M 0.02%
118,500
-13,300
687
$1.54M 0.02%
28,200
688
$1.53M 0.02%
33,778
-1,325
689
$1.52M 0.02%
25,650
-3,700
690
$1.52M 0.02%
49,629
-24,120
691
$1.52M 0.02%
20,200
692
$1.51M 0.02%
24,650
-350
693
$1.51M 0.02%
17,650
+5,000
694
$1.5M 0.02%
75,042
+700
695
$1.5M 0.02%
53,100
+19,800
696
$1.5M 0.02%
16,840
-2,403
697
$1.5M 0.02%
29,444
698
$1.48M 0.02%
77,760
-8,100
699
$1.48M 0.02%
23,600
700
$1.47M 0.02%
19,169
-431
26 27
28
29 30