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
1151
$292K ﹤0.01%
4,500
1152
$290K ﹤0.01%
8,000
+2,600
1153
$290K ﹤0.01%
2,000
1154
$290K ﹤0.01%
5,022
1155
$290K ﹤0.01%
38,605
1156
$288K ﹤0.01%
7,000
1157
$287K ﹤0.01%
8,500
1158
$287K ﹤0.01%
7,500
-17,500
1159
$287K ﹤0.01%
+9,000
1160
$286K ﹤0.01%
11,500
1161
$286K ﹤0.01%
2,000
1162
$285K ﹤0.01%
5,000
1163
$282K ﹤0.01%
16,880
+550
1164
$281K ﹤0.01%
9,740
1165
$279K ﹤0.01%
5,600
1166
$278K ﹤0.01%
3,500
1167
$277K ﹤0.01%
3,700
-3,500
1168
$276K ﹤0.01%
1,627
-1,666
1169
$274K ﹤0.01%
1,210
1170
$273K ﹤0.01%
9,820
1171
$272K ﹤0.01%
28,840
1172
$271K ﹤0.01%
12,000
-3,000
1173
$271K ﹤0.01%
6,100
-700
1174
$270K ﹤0.01%
10,190
1175
$269K ﹤0.01%
10,740
+200
45 46
47
48 49