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
$10.5B
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,082
New
Increased
Reduced
Closed

Top Buys

1
+$66.4M
2
+$12.4M
3
+$7M
4
MS icon
Morgan Stanley
MS
+$4.99M
5
WELL icon
Welltower
WELL
+$4.71M

Top Sells

1
+$12.5M
2
+$10.9M
3
+$7.6M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$7.14M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$7.02M

Sector Composition

1 Technology 17.53%
2 Financials 15.01%
3 Healthcare 14.27%
4 Industrials 9.8%
5 Consumer Discretionary 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$744K 0.01%
7,060
952
$740K 0.01%
37,210
953
$734K 0.01%
7,750
-4,400
954
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29,020
-3,100
955
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27,095
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956
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20,058
+7,570
957
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43,469
+4,218
958
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37,532
+11,000
959
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16,000
+1,000
960
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+1,172
961
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5,000
962
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12,270
963
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14,298
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61,800
+24,200
965
$709K 0.01%
42,000
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19,600
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967
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27,540
968
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18,806
969
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18,310
970
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21,152
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971
$704K 0.01%
58,146
+7,106
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$702K 0.01%
14,700
973
$699K 0.01%
67,692
-41,462
974
$698K 0.01%
17,508
+1,568
975
$696K 0.01%
40,300
-3,000
37 38
39
40 41