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
826
$952K 0.01%
15,150
-1,800
827
$952K 0.01%
18,620
-1,700
828
$946K 0.01%
61,600
829
$938K 0.01%
24,850
830
$937K 0.01%
17,675
+140
831
$935K 0.01%
27,570
832
$921K 0.01%
23,673
833
$919K 0.01%
4,600
+600
834
$919K 0.01%
50,792
+36,228
835
$914K 0.01%
24,900
836
$911K 0.01%
16,652
-6,551
837
$910K 0.01%
83,750
-4,000
838
$909K 0.01%
10,550
839
$906K 0.01%
11,600
840
$899K 0.01%
7,686
+50
841
$898K 0.01%
6,560
-400
842
$894K 0.01%
21,324
843
$889K 0.01%
15,940
844
$886K 0.01%
16,910
+5,000
845
$886K 0.01%
36,640
-600
846
$884K 0.01%
15,651
+2,488
847
$879K 0.01%
39,404
+4,200
848
$879K 0.01%
29,390
-200
849
$879K 0.01%
10,150
-60
850
$874K 0.01%
33,762
-6,795
32 33
34
35 36