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
76
$32.5M 0.28%
203,636
-12,404
77
$32.1M 0.27%
188,073
-50
78
$32M 0.27%
196,958
-17,650
79
$31.6M 0.27%
227,058
+21,414
80
$30.6M 0.26%
225,006
-1,957
81
$30.5M 0.26%
264,092
-22,831
82
$30.3M 0.26%
562,900
83
$30M 0.26%
532,439
+250,485
84
$29.9M 0.26%
166,587
-6,700
85
$29.8M 0.26%
541,862
-29,925
86
$29.6M 0.25%
399,086
-1,750
87
$29.5M 0.25%
453,170
-37,829
88
$28.7M 0.25%
369,123
+11,754
89
$28.2M 0.24%
220,085
-7,700
90
$28.1M 0.24%
563,577
-15,106
91
$28.1M 0.24%
188,515
+6,999
92
$28M 0.24%
121,962
+3,075
93
$27.9M 0.24%
133,123
+843
94
$27.6M 0.24%
1,145,985
-31,770
95
$27.6M 0.24%
186,751
-7,410
96
$27M 0.23%
136,890
+2,700
97
$26.8M 0.23%
240,743
-3,800
98
$26.8M 0.23%
438,096
-34,386
99
$26.4M 0.23%
185,684
+19,947
100
$26.3M 0.23%
285,113
+778
2 3
4
5 6