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
701
$1.47M 0.02%
44,700
+7,500
702
$1.46M 0.02%
63,255
+10,777
703
$1.45M 0.02%
102,000
+39,000
704
$1.45M 0.02%
28,000
-4,300
705
$1.45M 0.02%
76,278
+49,178
706
$1.45M 0.02%
9,550
707
$1.45M 0.02%
30,647
-61
708
$1.44M 0.02%
57,190
709
$1.44M 0.02%
108,040
710
$1.44M 0.02%
36,800
711
$1.44M 0.02%
40,300
-3,200
712
$1.44M 0.02%
89,500
-3,900
713
$1.43M 0.02%
30,800
714
$1.43M 0.02%
18,500
-6,200
715
$1.43M 0.02%
15,500
716
$1.43M 0.02%
107,600
-1,700
717
$1.42M 0.02%
39,100
-10,000
718
$1.42M 0.02%
31,540
-700
719
$1.41M 0.02%
45,803
-6,760
720
$1.41M 0.02%
27,869
+8,557
721
$1.41M 0.02%
29,920
-700
722
$1.4M 0.02%
47,687
723
$1.39M 0.02%
48,300
724
$1.39M 0.02%
8,350
-4,450
725
$1.39M 0.02%
21,700
27 28
29
30 31