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
726
$1.57M 0.01%
21,300
-2,750
727
$1.57M 0.01%
59,549
-6,228
728
$1.56M 0.01%
24,900
+1,700
729
$1.56M 0.01%
29,545
+5,114
730
$1.56M 0.01%
38,100
+432
731
$1.55M 0.01%
38,180
732
$1.55M 0.01%
297,338
733
$1.55M 0.01%
82,750
-575
734
$1.54M 0.01%
41,769
+10,000
735
$1.53M 0.01%
36,475
-25
736
$1.53M 0.01%
112,550
-131,895
737
$1.53M 0.01%
14,255
-1,000
738
$1.52M 0.01%
30,851
-1,468
739
$1.51M 0.01%
64,100
-23,000
740
$1.51M 0.01%
46,781
+1,900
741
$1.51M 0.01%
64,360
-73,674
742
$1.51M 0.01%
67,716
+4,639
743
$1.51M 0.01%
48,452
+25,359
744
$1.5M 0.01%
53,920
+24,700
745
$1.5M 0.01%
49,100
-2,500
746
$1.48M 0.01%
9,000
+60
747
$1.48M 0.01%
42,815
+5,000
748
$1.47M 0.01%
81,400
+47,000
749
$1.47M 0.01%
43,220
+10,700
750
$1.47M 0.01%
57,339
-1,390
28 29
30
31 32