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
851
$871K 0.01%
23,280
+150
852
$870K 0.01%
17,070
853
$864K 0.01%
10,000
854
$858K 0.01%
22,920
855
$854K 0.01%
9,090
-60
856
$853K 0.01%
56,066
857
$849K 0.01%
11,500
858
$846K 0.01%
11,560
+100
859
$842K 0.01%
22,700
860
$842K 0.01%
13,400
+5,100
861
$840K 0.01%
21,050
-424
862
$840K 0.01%
+27,695
863
$838K 0.01%
10,000
864
$837K 0.01%
18,300
-2,000
865
$837K 0.01%
7,710
866
$836K 0.01%
7,910
-228
867
$833K 0.01%
17,300
-5,500
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$832K 0.01%
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869
$832K 0.01%
12,570
-200
870
$822K 0.01%
7,110
871
$820K 0.01%
94,800
+18,300
872
$818K 0.01%
36,600
-300
873
$818K 0.01%
13,000
874
$817K 0.01%
18,460
+4,500
875
$817K 0.01%
28,000
33 34
35
36 37