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
901
$922K 0.01%
12,900
+800
902
$917K 0.01%
76,827
+33,922
903
$916K 0.01%
65,804
+9,911
904
$913K 0.01%
55,189
+10,757
905
$912K 0.01%
24,352
-7,000
906
$908K 0.01%
29,700
-39,531
907
$907K 0.01%
40,763
+8,068
908
$898K 0.01%
49,946
-48,475
909
$898K 0.01%
36,038
+3,970
910
$887K 0.01%
+59,700
911
$883K 0.01%
41,875
912
$877K 0.01%
48,400
+550
913
$875K 0.01%
7,458
+655
914
$874K 0.01%
12,900
-15,000
915
$873K 0.01%
17,630
916
$872K 0.01%
20,500
917
$871K 0.01%
21,675
-5,000
918
$870K 0.01%
16,870
+3,620
919
$868K 0.01%
28,995
+1,200
920
$868K 0.01%
64,758
+10,350
921
$866K 0.01%
8,850
+1,328
922
$865K 0.01%
34,200
-1,000
923
$864K 0.01%
23,225
+21,500
924
$863K 0.01%
45,298
-3,000
925
$863K 0.01%
14,975
+915
35 36
37
38 39