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
1051
$565K ﹤0.01%
42,017
1052
$562K ﹤0.01%
30,621
+2,019
1053
$561K ﹤0.01%
30,535
+15,552
1054
$561K ﹤0.01%
12,140
1055
$559K ﹤0.01%
8,800
+400
1056
$557K ﹤0.01%
18,700
+2,980
1057
$556K ﹤0.01%
12,020
1058
$555K ﹤0.01%
2,860
1059
$550K ﹤0.01%
14,446
1060
$550K ﹤0.01%
16,781
-6,577
1061
$548K ﹤0.01%
5,000
+3,100
1062
$546K ﹤0.01%
11,500
-1,300
1063
$545K ﹤0.01%
12,750
-2,000
1064
$542K ﹤0.01%
10,600
1065
$542K ﹤0.01%
9,512
+5,972
1066
$541K ﹤0.01%
28,674
-30
1067
$539K ﹤0.01%
27,953
+5,423
1068
$537K ﹤0.01%
18,150
1069
$537K ﹤0.01%
11,200
1070
$536K ﹤0.01%
7,370
+2,900
1071
$535K ﹤0.01%
12,235
1072
$532K ﹤0.01%
39,250
-1,150
1073
$532K ﹤0.01%
10,000
1074
$531K ﹤0.01%
3,200
-6,365
1075
$526K ﹤0.01%
+17,900
41 42
43
44 45