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
$6.45B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,290
New
Increased
Reduced
Closed

Top Buys

1
+$187M
2
+$144M
3
+$107M
4
JNJ icon
Johnson & Johnson
JNJ
+$102M
5
MSFT icon
Microsoft
MSFT
+$97.4M

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.99%
2 Technology 13.14%
3 Healthcare 12.95%
4 Energy 10.34%
5 Industrials 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$585K 0.01%
+15,000
952
$584K 0.01%
+20,300
953
$583K 0.01%
+1,670
954
$580K 0.01%
+29,545
955
$580K 0.01%
+10,000
956
$577K 0.01%
+12,700
957
$576K 0.01%
+25,140
958
$576K 0.01%
+34,200
959
$576K 0.01%
+12,200
960
$575K 0.01%
+41,700
961
$574K 0.01%
+7,010
962
$571K 0.01%
+35,100
963
$567K 0.01%
+10,200
964
$566K 0.01%
+9,314
965
$566K 0.01%
+11,500
966
$564K 0.01%
+49,435
967
$564K 0.01%
+16,100
968
$564K 0.01%
+25,000
969
$563K 0.01%
+10,000
970
$563K 0.01%
+3,300
971
$558K 0.01%
+10,000
972
$558K 0.01%
+11,300
973
$557K 0.01%
+10,100
974
$554K 0.01%
+15,082
975
$552K 0.01%
+2,340
37 38
39
40 41