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
926
$857K 0.01%
10,290
927
$856K 0.01%
10,710
+1,600
928
$850K 0.01%
39,100
+26,800
929
$849K 0.01%
2,950
-450
930
$848K 0.01%
9,935
+200
931
$848K 0.01%
27,740
+200
932
$842K 0.01%
11,500
933
$839K 0.01%
48,500
-2,700
934
$836K 0.01%
39,957
+4,564
935
$830K 0.01%
13,000
-1,700
936
$826K 0.01%
53,100
+4,720
937
$826K 0.01%
6,540
-520
938
$825K 0.01%
11,320
939
$823K 0.01%
55,000
+8,000
940
$821K 0.01%
25,514
+3,577
941
$820K 0.01%
34,758
+1,695
942
$819K 0.01%
36,795
+11,620
943
$819K 0.01%
24,200
-7,800
944
$818K 0.01%
17,818
+3,194
945
$817K 0.01%
8,950
+1,950
946
$814K 0.01%
3,570
-15
947
$813K 0.01%
52,800
+4,800
948
$810K 0.01%
13,620
-5,050
949
$805K 0.01%
12,484
-3,066
950
$803K 0.01%
9,643
-3,100
36 37
38
39 40