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
1176
$269K ﹤0.01%
16,680
1177
$264K ﹤0.01%
17,300
1178
$262K ﹤0.01%
43,300
1179
$261K ﹤0.01%
3,500
1180
$261K ﹤0.01%
11,070
-20,700
1181
$259K ﹤0.01%
3,000
1182
$259K ﹤0.01%
3,399
+3,330
1183
$259K ﹤0.01%
8,820
-6,040
1184
$259K ﹤0.01%
5,000
1185
$258K ﹤0.01%
10,000
1186
$255K ﹤0.01%
2,400
-15,198
1187
$254K ﹤0.01%
37,700
1188
$249K ﹤0.01%
6,000
1189
$249K ﹤0.01%
13,360
1190
$248K ﹤0.01%
7,100
+4,000
1191
$247K ﹤0.01%
4,200
+150
1192
$247K ﹤0.01%
6,210
1193
$246K ﹤0.01%
15,640
1194
$246K ﹤0.01%
4,000
1195
$241K ﹤0.01%
2,300
+300
1196
$239K ﹤0.01%
10,000
1197
$239K ﹤0.01%
17,450
+6,700
1198
$239K ﹤0.01%
9,020
1199
$239K ﹤0.01%
5,000
1200
$237K ﹤0.01%
10,000
-3,500
46 47
48
49 50