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
1076
$526K ﹤0.01%
24,305
-11,700
1077
$526K ﹤0.01%
45,832
-5,301
1078
$525K ﹤0.01%
34,039
+17,188
1079
$524K ﹤0.01%
11,000
1080
$523K ﹤0.01%
6,710
1081
$518K ﹤0.01%
20,500
1082
$515K ﹤0.01%
7,595
1083
$514K ﹤0.01%
10,400
1084
$513K ﹤0.01%
+2,125
1085
$512K ﹤0.01%
15,900
1086
$510K ﹤0.01%
13,610
+3,000
1087
$508K ﹤0.01%
5,682
-5,049
1088
$507K ﹤0.01%
125,700
+119,900
1089
$505K ﹤0.01%
41,904
+8,545
1090
$504K ﹤0.01%
48,300
+46,600
1091
$503K ﹤0.01%
14,395
1092
$502K ﹤0.01%
5,175
-8,725
1093
$500K ﹤0.01%
15,499
1094
$499K ﹤0.01%
11,990
1095
$497K ﹤0.01%
11,052
+2,210
1096
$497K ﹤0.01%
10,570
1097
$496K ﹤0.01%
15,300
+300
1098
$492K ﹤0.01%
39,863
+12,396
1099
$490K ﹤0.01%
8,650
+5,000
1100
$490K ﹤0.01%
+45,100
42 43
44
45 46