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
776
$1.15M 0.01%
20,520
777
$1.14M 0.01%
19,800
-4,800
778
$1.14M 0.01%
8,070
-40
779
$1.14M 0.01%
27,722
780
$1.13M 0.01%
33,000
-1,700
781
$1.13M 0.01%
6,860
782
$1.11M 0.01%
8,100
783
$1.11M 0.01%
31,370
+150
784
$1.11M 0.01%
13,711
-100
785
$1.1M 0.01%
8,830
+50
786
$1.1M 0.01%
22,800
787
$1.09M 0.01%
18,330
-1,040
788
$1.09M 0.01%
14,990
-4,400
789
$1.08M 0.01%
108,900
+20,610
790
$1.08M 0.01%
12,650
-5,000
791
$1.08M 0.01%
14,780
+150
792
$1.07M 0.01%
17,140
-4,000
793
$1.07M 0.01%
10,910
794
$1.07M 0.01%
14,570
795
$1.07M 0.01%
25,400
-600
796
$1.07M 0.01%
31,260
-7,350
797
$1.07M 0.01%
13,491
798
$1.06M 0.01%
22,500
-8,000
799
$1.06M 0.01%
10,180
-180
800
$1.05M 0.01%
32,810
+10,430
30 31
32
33 34