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
1151
$410K ﹤0.01%
30,600
+3,000
1152
$410K ﹤0.01%
28,230
+8,200
1153
$409K ﹤0.01%
15,700
-700
1154
$402K ﹤0.01%
32,900
1155
$402K ﹤0.01%
15,035
-7,600
1156
$401K ﹤0.01%
6,646
+1,231
1157
$400K ﹤0.01%
23,200
+10,200
1158
$397K ﹤0.01%
18,400
1159
$397K ﹤0.01%
6,800
1160
$396K ﹤0.01%
10,000
1161
$395K ﹤0.01%
26,600
1162
$395K ﹤0.01%
4,176
1163
$395K ﹤0.01%
6,649
-2,461
1164
$394K ﹤0.01%
6,695
+340
1165
$394K ﹤0.01%
6,300
1166
$393K ﹤0.01%
8,783
-6,877
1167
$391K ﹤0.01%
34,776
+12,000
1168
$391K ﹤0.01%
6,000
-3,000
1169
$388K ﹤0.01%
13,500
-2,720
1170
$387K ﹤0.01%
17,300
1171
$386K ﹤0.01%
60,437
-73,925
1172
$386K ﹤0.01%
20,950
-31,232
1173
$382K ﹤0.01%
16,300
1174
$382K ﹤0.01%
14,951
-5,900
1175
$377K ﹤0.01%
5,315
-100
45 46
47
48 49