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
$7.28B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,346
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$3.14M
3
+$2.66M
4
PCAR icon
PACCAR
PCAR
+$2.62M
5
CDK
CDK Global, Inc.
CDK
+$2.51M

Top Sells

1
+$13.4M
2
+$8.01M
3
+$7.23M
4
GILD icon
Gilead Sciences
GILD
+$6.32M
5
GS icon
Goldman Sachs
GS
+$6.07M

Sector Composition

1 Financials 14.62%
2 Technology 14.54%
3 Healthcare 13.65%
4 Industrials 10.98%
5 Consumer Staples 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$517K 0.01%
13,240
1002
$516K 0.01%
11,982
1003
$512K 0.01%
+11,258
1004
$512K 0.01%
12,356
-25,810
1005
$510K 0.01%
400
1006
$509K 0.01%
7,982
-4,975
1007
$507K 0.01%
38,260
+7,900
1008
$507K 0.01%
18,400
1009
$507K 0.01%
26,822
-12,200
1010
$506K 0.01%
8,700
1011
$505K 0.01%
11,400
-10,000
1012
$502K 0.01%
22,500
1013
$499K 0.01%
12,100
1014
$498K 0.01%
16,700
1015
$494K 0.01%
17,600
1016
$494K 0.01%
3,186
-2,386
1017
$491K 0.01%
25,000
1018
$484K 0.01%
1,200
1019
$479K 0.01%
4,200
1020
$478K 0.01%
7,900
1021
$477K 0.01%
7,000
-900
1022
$476K 0.01%
34,900
+900
1023
$476K 0.01%
2,800
1024
$475K 0.01%
12,800
1025
$475K 0.01%
10,020
-500
39 40
41
42 43