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
1126
$447K ﹤0.01%
11,080
+5,989
1127
$446K ﹤0.01%
24,790
1128
$445K ﹤0.01%
42,403
-1,850
1129
$442K ﹤0.01%
19,734
-23,700
1130
$441K ﹤0.01%
19,770
+107
1131
$441K ﹤0.01%
32,455
+3,000
1132
$440K ﹤0.01%
13,170
+7,000
1133
$437K ﹤0.01%
38,880
-6,920
1134
$435K ﹤0.01%
+94,200
1135
$435K ﹤0.01%
10,865
+2,030
1136
$432K ﹤0.01%
26,014
-29,410
1137
$429K ﹤0.01%
7,848
-6,412
1138
$428K ﹤0.01%
12,700
1139
$427K ﹤0.01%
29,430
+240
1140
$425K ﹤0.01%
4,597
-27,793
1141
$425K ﹤0.01%
49,666
+5,249
1142
$425K ﹤0.01%
11,400
+500
1143
$422K ﹤0.01%
6,000
1144
$420K ﹤0.01%
8,520
1145
$419K ﹤0.01%
6,790
+3,670
1146
$419K ﹤0.01%
30,500
+29,857
1147
$416K ﹤0.01%
30,747
-12,163
1148
$415K ﹤0.01%
25,700
1149
$413K ﹤0.01%
27,780
-44,550
1150
$410K ﹤0.01%
1,242
+324
44 45
46
47 48