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
701
$1.4M 0.02%
25,177
-15,800
702
$1.4M 0.02%
18,481
+656
703
$1.39M 0.02%
39,141
704
$1.38M 0.02%
79,317
-22,400
705
$1.38M 0.02%
44,039
-600
706
$1.38M 0.02%
48,169
+4,349
707
$1.38M 0.02%
119,871
-570
708
$1.38M 0.02%
103,500
-26,911
709
$1.38M 0.02%
833
+826
710
$1.38M 0.02%
36,300
711
$1.38M 0.02%
49,168
+31,157
712
$1.38M 0.02%
31,420
+7,500
713
$1.37M 0.02%
30,533
-24,197
714
$1.36M 0.02%
28,900
+28,800
715
$1.36M 0.02%
+190,000
716
$1.36M 0.02%
73,859
717
$1.35M 0.02%
15,200
718
$1.35M 0.02%
84,700
719
$1.35M 0.02%
23,500
720
$1.34M 0.02%
35,200
-2,000
721
$1.34M 0.02%
22,320
+100
722
$1.33M 0.02%
55,080
+400
723
$1.32M 0.02%
+78,200
724
$1.31M 0.02%
10,900
725
$1.31M 0.02%
50,493
+533
27 28
29
30 31