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
1026
$623K 0.01%
16,200
-12,400
1027
$616K 0.01%
20,810
-200
1028
$615K 0.01%
33,570
+1,571
1029
$613K 0.01%
5,925
-100
1030
$612K 0.01%
34,670
+5,716
1031
$604K 0.01%
6,910
-1,519
1032
$602K 0.01%
16,300
1033
$600K 0.01%
40,957
-38,724
1034
$600K 0.01%
20,000
1035
$599K 0.01%
177,372
+14,348
1036
$594K 0.01%
28,769
+4,211
1037
$594K 0.01%
23,938
+14,222
1038
$591K 0.01%
10,000
1039
$590K 0.01%
11,092
-1
1040
$588K 0.01%
5,000
1041
$586K 0.01%
27,533
+1,080
1042
$585K 0.01%
11,486
-3,504
1043
$580K 0.01%
11,460
+11,300
1044
$575K ﹤0.01%
7,800
-900
1045
$573K ﹤0.01%
14,100
+2,500
1046
$572K ﹤0.01%
26,520
1047
$572K ﹤0.01%
30,200
1048
$569K ﹤0.01%
117,250
+116,990
1049
$569K ﹤0.01%
36,552
-4,630
1050
$566K ﹤0.01%
21,000
40 41
42
43 44