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
801
$1.06M 0.01%
15,100
+10,000
802
$1.06M 0.01%
42,308
-6,200
803
$1.05M 0.01%
29,820
-100
804
$1.05M 0.01%
35,500
805
$1.05M 0.01%
26,800
806
$1.05M 0.01%
27,900
-10,800
807
$1.05M 0.01%
1,081
808
$1.04M 0.01%
31,500
809
$1.04M 0.01%
21,100
810
$1.04M 0.01%
24,000
811
$1.03M 0.01%
29,031
812
$1.03M 0.01%
35,550
+9,200
813
$1.03M 0.01%
77,400
-1,600
814
$1.02M 0.01%
37,411
-3,922
815
$1.02M 0.01%
19,476
-1,278
816
$1.02M 0.01%
61,600
+800
817
$1.01M 0.01%
16,100
818
$1M 0.01%
24,038
819
$999K 0.01%
3,513
+340
820
$994K 0.01%
14,420
-5,500
821
$994K 0.01%
22,800
+300
822
$994K 0.01%
51,900
-300
823
$990K 0.01%
27,820
-1,500
824
$984K 0.01%
11,214
+96
825
$979K 0.01%
17,500
-1,200
31 32
33
34 35