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
1101
$364K ﹤0.01%
11,970
1102
$363K ﹤0.01%
6,870
1103
$361K ﹤0.01%
23,943
-1,502
1104
$360K ﹤0.01%
5,564
+5,258
1105
$358K ﹤0.01%
21,000
1106
$357K ﹤0.01%
17,370
+8,000
1107
$356K ﹤0.01%
23,900
+3,300
1108
$352K ﹤0.01%
3,325
+2,575
1109
$352K ﹤0.01%
16,180
1110
$351K ﹤0.01%
10,000
1111
$351K ﹤0.01%
25,156
-1
1112
$342K ﹤0.01%
3,500
-210
1113
$342K ﹤0.01%
14,220
+250
1114
$342K ﹤0.01%
21,000
-48,790
1115
$340K ﹤0.01%
18,100
1116
$340K ﹤0.01%
8,000
1117
$340K ﹤0.01%
3,150
-3,400
1118
$338K ﹤0.01%
15,380
1119
$338K ﹤0.01%
4,300
1120
$336K ﹤0.01%
19,507
-13,497
1121
$336K ﹤0.01%
8,480
-1,000
1122
$335K ﹤0.01%
54,230
+42,134
1123
$335K ﹤0.01%
12,000
+11,490
1124
$330K ﹤0.01%
10,000
1125
$328K ﹤0.01%
5,100
-500
43 44
45
46 47