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
976
$583K 0.01%
27,640
977
$575K 0.01%
15,320
978
$573K 0.01%
10,640
979
$572K 0.01%
15,517
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980
$571K 0.01%
17,402
-700
981
$570K 0.01%
14,100
-22,100
982
$565K 0.01%
18,420
983
$562K 0.01%
32,900
984
$561K 0.01%
6,910
+5,510
985
$556K 0.01%
31,112
+10,956
986
$556K 0.01%
25,500
987
$556K 0.01%
20,306
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988
$552K 0.01%
14,150
989
$552K 0.01%
67,500
+54,500
990
$551K 0.01%
23,420
991
$550K 0.01%
38,110
+8,610
992
$549K 0.01%
16,257
993
$548K 0.01%
42,022
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994
$546K 0.01%
31,800
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995
$543K 0.01%
12,720
996
$542K 0.01%
14,280
-1,500
997
$542K 0.01%
8,700
998
$541K 0.01%
64,200
999
$538K 0.01%
5,300
1000
$535K 0.01%
40,600
+16,500
38 39
40
41 42