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
$7.28B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,346
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$3.14M
3
+$2.66M
4
PCAR icon
PACCAR
PCAR
+$2.62M
5
CDK
CDK Global, Inc.
CDK
+$2.51M

Top Sells

1
+$13.4M
2
+$8.01M
3
+$7.23M
4
GILD icon
Gilead Sciences
GILD
+$6.32M
5
GS icon
Goldman Sachs
GS
+$6.07M

Sector Composition

1 Financials 14.62%
2 Technology 14.54%
3 Healthcare 13.65%
4 Industrials 10.98%
5 Consumer Staples 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$30.6M 0.42%
90,118
-7,220
52
$30.5M 0.42%
777,000
53
$30.3M 0.42%
233,276
+600
54
$28.8M 0.4%
258,895
-10,150
55
$28.6M 0.39%
300,514
-6,818
56
$28.3M 0.39%
331,730
-6,769
57
$28.2M 0.39%
528,212
-17,501
58
$27.6M 0.38%
320,183
-4,951
59
$27M 0.37%
391,812
-13,900
60
$26.5M 0.36%
237,242
-8,800
61
$26.3M 0.36%
364,651
-7,356
62
$26.1M 0.36%
343,713
-850
63
$26.1M 0.36%
278,512
-5,120
64
$25.9M 0.36%
322,199
-12,591
65
$25.2M 0.35%
177,856
66
$24.1M 0.33%
502,052
+3,844
67
$23.9M 0.33%
123,398
-31,300
68
$23.6M 0.32%
999,859
-17,587
69
$23.3M 0.32%
640,805
-12,201
70
$23.2M 0.32%
330,861
-7,371
71
$23.2M 0.32%
779,893
+16,997
72
$23.1M 0.32%
193,702
-4,384
73
$23.1M 0.32%
153,736
74
$23M 0.32%
510,075
-41,661
75
$22.7M 0.31%
328,250
-6,200
1 2
3
4 5