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
901
$732K 0.01%
30,600
902
$728K 0.01%
32,800
-23,600
903
$723K 0.01%
28,305
-1,100
904
$722K 0.01%
14,500
-500
905
$720K 0.01%
31,655
-100,220
906
$720K 0.01%
7,050
-200
907
$716K 0.01%
24,516
-27,640
908
$711K 0.01%
36,500
+14,000
909
$711K 0.01%
10,192
-2,134
910
$710K 0.01%
5,220
-3,060
911
$705K 0.01%
12,470
+8,400
912
$704K 0.01%
8,429
-1,200
913
$704K 0.01%
9,810
914
$701K 0.01%
11,800
915
$699K 0.01%
13,500
-5,100
916
$696K 0.01%
18,088
-24,723
917
$696K 0.01%
32,900
918
$689K 0.01%
17,270
919
$687K 0.01%
20,480
920
$681K 0.01%
12,150
+1,267
921
$681K 0.01%
7,900
922
$681K 0.01%
112,159
-14,600
923
$680K 0.01%
10,210
924
$674K 0.01%
7,420
925
$673K 0.01%
11,600
-9,849
35 36
37
38 39