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
876
$997K 0.01%
24,620
+400
877
$988K 0.01%
17,657
-43
878
$983K 0.01%
20,222
-10,100
879
$981K 0.01%
+123,700
880
$977K 0.01%
20,145
-450
881
$972K 0.01%
30,990
+6,000
882
$963K 0.01%
7,720
883
$961K 0.01%
12,490
+220
884
$959K 0.01%
17,672
+3,109
885
$956K 0.01%
16,670
+400
886
$947K 0.01%
5,440
-2,958
887
$943K 0.01%
23,120
888
$943K 0.01%
56,520
+1,220
889
$942K 0.01%
49,105
890
$941K 0.01%
20,455
891
$941K 0.01%
9,260
-600
892
$937K 0.01%
18,090
-1,800
893
$937K 0.01%
8,065
+200
894
$934K 0.01%
27,794
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895
$934K 0.01%
16,585
+280
896
$932K 0.01%
25,029
+6,198
897
$932K 0.01%
52,604
+7,457
898
$931K 0.01%
8,400
899
$928K 0.01%
+134,850
900
$922K 0.01%
13,141
+2,623
34 35
36
37 38