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
1101
$489K ﹤0.01%
18,540
+1,760
1102
$488K ﹤0.01%
14,650
1103
$486K ﹤0.01%
49,775
+7,185
1104
$484K ﹤0.01%
34,190
1105
$484K ﹤0.01%
28,320
+1,000
1106
$481K ﹤0.01%
15,270
1107
$479K ﹤0.01%
27,500
+13,500
1108
$478K ﹤0.01%
6,015
-4,660
1109
$478K ﹤0.01%
32,992
+4,644
1110
$475K ﹤0.01%
34,894
+12,272
1111
$474K ﹤0.01%
8,490
+2,000
1112
$472K ﹤0.01%
58,470
+14,540
1113
$470K ﹤0.01%
11,000
+200
1114
$469K ﹤0.01%
33,190
-32,800
1115
$468K ﹤0.01%
15,400
1116
$468K ﹤0.01%
5,160
+320
1117
$464K ﹤0.01%
22,668
-34,355
1118
$463K ﹤0.01%
7,460
1119
$462K ﹤0.01%
29,341
+1,814
1120
$457K ﹤0.01%
13,897
+2,422
1121
$457K ﹤0.01%
7,000
1122
$453K ﹤0.01%
5,330
+2,430
1123
$450K ﹤0.01%
6,560
-1,240
1124
$449K ﹤0.01%
11,000
1125
$449K ﹤0.01%
12,400
43 44
45
46 47