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
1026
$487K 0.01%
20,930
1027
$486K 0.01%
27,500
-13,400
1028
$486K 0.01%
12,220
1029
$483K 0.01%
30,135
+2,000
1030
$482K 0.01%
20,200
-600
1031
$481K 0.01%
9,160
1032
$477K 0.01%
9,900
-1,900
1033
$474K 0.01%
23,800
+6,900
1034
$474K 0.01%
6,579
1035
$471K 0.01%
20,970
+15,971
1036
$471K 0.01%
25,000
1037
$469K 0.01%
11,670
1038
$468K 0.01%
12,800
1039
$465K 0.01%
14,700
1040
$464K 0.01%
1,000
1041
$464K 0.01%
25,000
-11,730
1042
$464K 0.01%
8,712
1043
$464K 0.01%
6,910
1044
$461K 0.01%
5,760
+50
1045
$460K 0.01%
5,910
+750
1046
$459K 0.01%
5,000
1047
$456K 0.01%
14,300
1048
$453K 0.01%
7,000
1049
$451K 0.01%
8,040
-160
1050
$450K 0.01%
4,350
-2,600
40 41
42
43 44