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
676
$1.79M 0.02%
38,800
677
$1.78M 0.02%
10,000
678
$1.78M 0.02%
41,240
679
$1.77M 0.02%
12,800
680
$1.76M 0.02%
57,865
681
$1.76M 0.02%
31,286
+16,166
682
$1.75M 0.02%
46,518
+7,240
683
$1.75M 0.02%
31,210
-2,215
684
$1.75M 0.02%
206,952
+72,579
685
$1.75M 0.01%
91,028
+3,248
686
$1.74M 0.01%
29,870
-5,000
687
$1.74M 0.01%
32,277
-1,338
688
$1.74M 0.01%
56,830
+14,991
689
$1.73M 0.01%
16,585
-2,861
690
$1.72M 0.01%
29,482
+4,074
691
$1.72M 0.01%
31,853
-9,475
692
$1.72M 0.01%
22,210
-6,900
693
$1.71M 0.01%
48,266
-14,249
694
$1.71M 0.01%
98,098
+5,941
695
$1.7M 0.01%
36,330
-8,300
696
$1.69M 0.01%
50,150
+6,558
697
$1.69M 0.01%
79,280
-17,070
698
$1.69M 0.01%
33,225
-3,700
699
$1.69M 0.01%
64,787
-1,247
700
$1.68M 0.01%
8,335
+260
26 27
28
29 30