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
676
$1.5M 0.02%
23,858
677
$1.5M 0.02%
21,902
-12,000
678
$1.5M 0.02%
29,890
-80
679
$1.49M 0.02%
+50,000
680
$1.49M 0.02%
20,249
-381
681
$1.48M 0.02%
43,458
-2,600
682
$1.48M 0.02%
66,800
683
$1.47M 0.02%
20,210
+100
684
$1.47M 0.02%
41,980
685
$1.47M 0.02%
32,853
-25
686
$1.46M 0.02%
77,400
+24,400
687
$1.46M 0.02%
107,250
+11,511
688
$1.46M 0.02%
47,233
-24,330
689
$1.45M 0.02%
49,100
690
$1.44M 0.02%
30,390
-530
691
$1.44M 0.02%
15,160
692
$1.43M 0.02%
38,364
+51
693
$1.43M 0.02%
49,140
+300
694
$1.42M 0.02%
107,675
-13,041
695
$1.42M 0.02%
64,743
-3,630
696
$1.42M 0.02%
14,260
697
$1.42M 0.02%
26,020
+1,100
698
$1.41M 0.02%
108,040
699
$1.4M 0.02%
20,490
+1,420
700
$1.4M 0.02%
35,130
-1,300
26 27
28
29 30