Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.23B
AUM Growth
+$510M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,948
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$12M
3
+$11.6M
4
CME icon
CME Group
CME
+$5.77M
5
XOM icon
Exxon Mobil
XOM
+$4.08M

Top Sells

1
+$13.1M
2
+$5.82M
3
+$5.09M
4
JCI icon
Johnson Controls International
JCI
+$4.5M
5
MDT icon
Medtronic
MDT
+$4.5M

Sector Composition

1 Financials 15.47%
2 Technology 14.07%
3 Healthcare 12.55%
4 Industrials 10.7%
5 Communication Services 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$309K ﹤0.01%
5,000
1152
$308K ﹤0.01%
11,500
1153
$308K ﹤0.01%
7,800
1154
$307K ﹤0.01%
3,500
1155
$307K ﹤0.01%
19,700
-500
1156
$307K ﹤0.01%
31,600
-34,500
1157
$305K ﹤0.01%
11,800
1158
$305K ﹤0.01%
10,000
1159
$303K ﹤0.01%
22,000
1160
$303K ﹤0.01%
16,099
1161
$302K ﹤0.01%
8,900
1162
$300K ﹤0.01%
12,300
+11,600
1163
$299K ﹤0.01%
11,900
-4,100
1164
$297K ﹤0.01%
4,100
-300
1165
$293K ﹤0.01%
14,032
+700
1166
$292K ﹤0.01%
10,400
1167
$291K ﹤0.01%
13,000
+5,000
1168
$290K ﹤0.01%
19,250
-2,750
1169
$289K ﹤0.01%
9,000
-400
1170
$289K ﹤0.01%
5,600
1171
$288K ﹤0.01%
5,252
+500
1172
$288K ﹤0.01%
17,400
+16,000
1173
$287K ﹤0.01%
5,350
1174
$285K ﹤0.01%
39,904
-26,912
1175
$283K ﹤0.01%
6,400
45 46
47
48 49