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
$8.51B
AUM Growth
+$91.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,915
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$12M
3
+$6.52M
4
MDT icon
Medtronic
MDT
+$4.28M
5
ORCL icon
Oracle
ORCL
+$3.82M

Top Sells

1
+$14.9M
2
+$10.9M
3
+$7.8M
4
PG icon
Procter & Gamble
PG
+$4.94M
5
HPE icon
Hewlett Packard
HPE
+$3.99M

Sector Composition

1 Financials 15.45%
2 Technology 15.44%
3 Healthcare 13.85%
4 Industrials 10.84%
5 Communication Services 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$25.1M 0.29%
113,927
+4,712
77
$24.5M 0.29%
557,492
+40,680
78
$24.4M 0.29%
1,041,910
+15,430
79
$24.1M 0.28%
306,555
-7,925
80
$23.8M 0.28%
201,052
+16,500
81
$23.5M 0.28%
6,507,680
+544,800
82
$23.4M 0.28%
117,707
+1,500
83
$23.3M 0.27%
154,371
+9,995
84
$23.2M 0.27%
96,390
+644
85
$23.1M 0.27%
286,563
-1,325
86
$22.9M 0.27%
214,065
+1,880
87
$22M 0.26%
412,090
-1,750
88
$22M 0.26%
1,454,750
-67,500
89
$22M 0.26%
153,917
+4,035
90
$22M 0.26%
117,763
-1,000
91
$21.3M 0.25%
228,624
+2,295
92
$21.3M 0.25%
164,536
+8,201
93
$21.2M 0.25%
171,489
-5,667
94
$21.2M 0.25%
82,325
-14,583
95
$20.9M 0.25%
320,088
-11,331
96
$20.9M 0.25%
97,386
+909
97
$20.6M 0.24%
201,178
-1,350
98
$20.5M 0.24%
464,983
+2,150
99
$20.2M 0.24%
187,458
-1,344
100
$20.1M 0.24%
713,992
-51,340
2 3
4
5 6