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
$8.23B
AUM Growth
+$510M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,948
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$12M
3
+$11.6M
4
CME icon
CME Group
CME
+$5.77M
5
XOM icon
Exxon Mobil
XOM
+$4.08M

Top Sells

1
+$13.1M
2
+$5.82M
3
+$5.09M
4
JCI icon
Johnson Controls International
JCI
+$4.5M
5
MDT icon
Medtronic
MDT
+$4.5M

Sector Composition

1 Financials 15.47%
2 Technology 14.07%
3 Healthcare 12.55%
4 Industrials 10.7%
5 Communication Services 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$1.31M 0.02%
30,350
752
$1.3M 0.02%
39,070
753
$1.3M 0.02%
40,930
+3,950
754
$1.29M 0.02%
44,639
755
$1.28M 0.02%
16,300
756
$1.27M 0.02%
38,841
757
$1.26M 0.02%
19,670
-15,508
758
$1.26M 0.02%
40,616
-20,900
759
$1.25M 0.02%
24,200
+10,000
760
$1.24M 0.02%
50,200
-800
761
$1.24M 0.02%
23,600
-28,200
762
$1.23M 0.01%
+20,945
763
$1.22M 0.01%
62,173
+8,032
764
$1.22M 0.01%
135,005
+37,875
765
$1.22M 0.01%
10,900
-900
766
$1.22M 0.01%
54,750
-12,150
767
$1.21M 0.01%
60,477
768
$1.21M 0.01%
+33,800
769
$1.2M 0.01%
12,825
+2,222
770
$1.19M 0.01%
41,730
+5,000
771
$1.18M 0.01%
8,200
772
$1.18M 0.01%
40,800
773
$1.18M 0.01%
70,500
774
$1.18M 0.01%
26,360
+1,150
775
$1.17M 0.01%
136,000
29 30
31
32 33