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
801
$1.26M 0.01%
17,000
+3,000
802
$1.26M 0.01%
28,150
-18,900
803
$1.25M 0.01%
24,345
+600
804
$1.25M 0.01%
48,879
+5,109
805
$1.25M 0.01%
68,279
+18,785
806
$1.25M 0.01%
114,135
+14,164
807
$1.25M 0.01%
33,578
-38,253
808
$1.24M 0.01%
65,604
-26,939
809
$1.24M 0.01%
31,193
-875
810
$1.24M 0.01%
40,596
+4,525
811
$1.23M 0.01%
28,700
+14,000
812
$1.23M 0.01%
99,469
+4,678
813
$1.23M 0.01%
33,898
-2,000
814
$1.22M 0.01%
1,070
-600
815
$1.22M 0.01%
5,815
-1,390
816
$1.22M 0.01%
17,845
817
$1.21M 0.01%
67,700
-15,670
818
$1.21M 0.01%
30,030
-940
819
$1.21M 0.01%
10,480
-30,000
820
$1.2M 0.01%
86,448
+28,219
821
$1.2M 0.01%
41,875
-1,955
822
$1.2M 0.01%
45,399
+1,808
823
$1.19M 0.01%
40,718
-15,121
824
$1.19M 0.01%
32,867
-30,200
825
$1.18M 0.01%
32,010
-750
31 32
33
34 35