Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.23B
AUM Growth
+$510M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,948
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$12M
3
+$11.6M
4
CME icon
CME Group
CME
+$5.77M
5
XOM icon
Exxon Mobil
XOM
+$4.08M

Top Sells

1
+$13.1M
2
+$5.82M
3
+$5.09M
4
JCI icon
Johnson Controls International
JCI
+$4.5M
5
MDT icon
Medtronic
MDT
+$4.5M

Sector Composition

1 Financials 15.47%
2 Technology 14.07%
3 Healthcare 12.55%
4 Industrials 10.7%
5 Communication Services 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$651K 0.01%
2,063
952
$651K 0.01%
31,783
+1,200
953
$650K 0.01%
16,700
954
$650K 0.01%
16,950
955
$643K 0.01%
35,400
956
$639K 0.01%
18,600
957
$635K 0.01%
35,000
958
$631K 0.01%
18,100
+15,100
959
$628K 0.01%
11,800
960
$625K 0.01%
21,100
961
$622K 0.01%
11,600
962
$621K 0.01%
36,400
963
$620K 0.01%
22,543
964
$617K 0.01%
22,704
-1,100
965
$617K 0.01%
33,500
+15,000
966
$616K 0.01%
12,800
967
$616K 0.01%
16,200
968
$615K 0.01%
7,420
-2,200
969
$610K 0.01%
20,014
970
$608K 0.01%
53,139
-12,700
971
$607K 0.01%
10,100
972
$606K 0.01%
35,504
-1,950
973
$605K 0.01%
21,250
974
$605K 0.01%
7,900
975
$604K 0.01%
12,350
37 38
39
40 41