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
51
$35.4M 0.42%
442,207
-5,787
52
$33.8M 0.4%
608,510
+24,800
53
$33.7M 0.4%
649,770
+14,900
54
$33.5M 0.39%
602,879
-7,374
55
$32.3M 0.38%
689,905
+407,855
56
$31.8M 0.37%
662,273
-24,778
57
$30.9M 0.36%
307,791
-3,458
58
$29.9M 0.35%
358,439
-21,271
59
$29.6M 0.35%
232,492
-1,456
60
$29M 0.34%
579,400
61
$28.9M 0.34%
495,794
+13,374
62
$28.8M 0.34%
386,222
+27,576
63
$28.5M 0.34%
230,006
+16,800
64
$27.6M 0.32%
468,016
+40,324
65
$27.5M 0.32%
98,709
+90
66
$27.1M 0.32%
330,926
+6,549
67
$26.8M 0.32%
211,345
+13,916
68
$26.8M 0.31%
403,993
-58,580
69
$26.6M 0.31%
242,092
-15,550
70
$26.3M 0.31%
160,874
+6,025
71
$25.8M 0.3%
332,083
-10,150
72
$25.5M 0.3%
180,467
-10,925
73
$25.4M 0.3%
1,398,321
-54,375
74
$25.2M 0.3%
144,622
-1,001
75
$25.2M 0.3%
574,801
+2,878
1 2
3
4 5