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
851
$1.08M 0.01%
5,365
+125
852
$1.08M 0.01%
10,525
-1,000
853
$1.07M 0.01%
39,120
+37,150
854
$1.07M 0.01%
27,990
-3,700
855
$1.07M 0.01%
25,700
+7,390
856
$1.07M 0.01%
14,970
+240
857
$1.06M 0.01%
37,900
+690
858
$1.05M 0.01%
58,014
+2,759
859
$1.05M 0.01%
40,800
860
$1.04M 0.01%
19,247
+6,650
861
$1.04M 0.01%
8,000
862
$1.04M 0.01%
45,135
+9,852
863
$1.04M 0.01%
25,706
+6,900
864
$1.04M 0.01%
35,327
+2,412
865
$1.03M 0.01%
34,930
866
$1.03M 0.01%
62,340
-12,002
867
$1.03M 0.01%
46,440
-4,000
868
$1.02M 0.01%
7,959
-2,564
869
$1.02M 0.01%
18,610
870
$1.02M 0.01%
45,800
+20,000
871
$1.01M 0.01%
50,740
-799
872
$1.01M 0.01%
19,100
+2,200
873
$1.01M 0.01%
11,699
-3,376
874
$1M 0.01%
17,455
-3,175
875
$1M 0.01%
69,100
+5,000
33 34
35
36 37