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
876
$828K 0.01%
21,474
877
$827K 0.01%
6,200
878
$826K 0.01%
21,716
+831
879
$825K 0.01%
11,079
+4,440
880
$824K 0.01%
10,600
881
$820K 0.01%
6,850
+500
882
$806K 0.01%
+91,889
883
$805K 0.01%
22,800
+3,000
884
$803K 0.01%
22,544
+21,444
885
$796K 0.01%
5,200
886
$794K 0.01%
8,230
887
$791K 0.01%
9,000
888
$790K 0.01%
29,500
889
$789K 0.01%
25,230
-4,600
890
$787K 0.01%
14,500
891
$785K 0.01%
+39,050
892
$784K 0.01%
16,902
-7,565
893
$781K 0.01%
19,129
894
$781K 0.01%
10,800
+5,500
895
$780K 0.01%
12,076
-7,700
896
$778K 0.01%
68,100
-38,700
897
$775K 0.01%
21,000
-1,200
898
$767K 0.01%
24,700
899
$762K 0.01%
48,500
+23,200
900
$761K 0.01%
23,300
34 35
36
37 38