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
751
$1.24M 0.01%
32,000
752
$1.24M 0.01%
66,873
-45,850
753
$1.24M 0.01%
36,870
-500
754
$1.24M 0.01%
7,237
+874
755
$1.23M 0.01%
20,720
+8,700
756
$1.23M 0.01%
23,870
757
$1.22M 0.01%
89,000
-1,530
758
$1.22M 0.01%
133,250
-650
759
$1.22M 0.01%
6,528
-769
760
$1.2M 0.01%
23,160
761
$1.2M 0.01%
9,354
+2,970
762
$1.2M 0.01%
70,500
763
$1.2M 0.01%
27,260
-400
764
$1.2M 0.01%
40,980
+50
765
$1.2M 0.01%
60,477
766
$1.19M 0.01%
38,910
-870
767
$1.19M 0.01%
104,400
768
$1.19M 0.01%
58,150
769
$1.18M 0.01%
33,154
+4,535
770
$1.18M 0.01%
51,900
+5,900
771
$1.16M 0.01%
24,038
772
$1.16M 0.01%
20,000
773
$1.16M 0.01%
19,100
+8,390
774
$1.15M 0.01%
40,410
775
$1.15M 0.01%
118,500
29 30
31
32 33