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
851
$873K 0.01%
70,950
+8,750
852
$872K 0.01%
7,000
853
$868K 0.01%
+30,916
854
$868K 0.01%
22,240
-4,600
855
$867K 0.01%
40,180
856
$867K 0.01%
13,100
857
$864K 0.01%
23,185
+500
858
$862K 0.01%
15,750
-450
859
$862K 0.01%
17,820
+300
860
$861K 0.01%
7,935
+3,000
861
$859K 0.01%
16,000
-5,000
862
$857K 0.01%
+60,288
863
$855K 0.01%
73,859
864
$849K 0.01%
15,650
865
$848K 0.01%
19,700
+6,100
866
$847K 0.01%
31,500
+800
867
$847K 0.01%
10,400
868
$846K 0.01%
7,100
-900
869
$845K 0.01%
20,300
870
$844K 0.01%
35,700
871
$839K 0.01%
17,400
872
$839K 0.01%
46,200
873
$837K 0.01%
10,550
-500
874
$836K 0.01%
8,100
875
$829K 0.01%
22,920
-100
33 34
35
36 37