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
51
$46.1M 0.39%
489,434
+2,749
52
$45.2M 0.39%
417,415
-20,348
53
$44M 0.38%
497,344
-23,615
54
$43.9M 0.38%
208,600
+23,289
55
$43.7M 0.37%
148,685
-8,615
56
$42M 0.36%
477,300
-32,475
57
$41.3M 0.35%
485,829
-21,655
58
$40.7M 0.35%
327,193
-36,128
59
$39.5M 0.34%
193,076
+13,526
60
$39.4M 0.34%
446,234
-17,269
61
$39.3M 0.34%
296,671
+26,590
62
$38.4M 0.33%
299,652
-4,077
63
$38.3M 0.33%
646,657
+1,675
64
$38.3M 0.33%
18,631
-920
65
$38.2M 0.33%
179,657
-7,760
66
$37.7M 0.32%
422,506
+16,148
67
$37.3M 0.32%
252,855
-19,889
68
$37.1M 0.32%
309,786
-10,678
69
$35.9M 0.31%
92,080
-3,854
70
$35.8M 0.31%
118,411
-4,359
71
$35.6M 0.3%
350,891
-18,075
72
$34.8M 0.3%
132,927
-7,601
73
$33.6M 0.29%
483,800
-3,060
74
$33.2M 0.28%
511,322
-14,955
75
$33.2M 0.28%
1,050,220
-2,750
1 2
3
4 5