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
101
$19.7M 0.23%
135,598
-468
102
$19.6M 0.23%
73,353
-9,500
103
$19.5M 0.23%
239,814
-9,246
104
$19.2M 0.23%
305,781
-31,073
105
$18.9M 0.22%
209,397
-6,720
106
$18.8M 0.22%
142,455
+24,543
107
$18.7M 0.22%
304,090
-58,503
108
$18.2M 0.21%
112,345
+166
109
$18M 0.21%
230,553
-2,398
110
$17.9M 0.21%
206,101
-2,000
111
$17.9M 0.21%
218,953
+3,425
112
$17.4M 0.21%
416,624
-6,728
113
$17.2M 0.2%
103,317
-4,873
114
$17M 0.2%
352,079
-7,365
115
$17M 0.2%
285,228
-11,150
116
$17M 0.2%
134,393
-12,185
117
$16.9M 0.2%
254,451
-6,800
118
$16.9M 0.2%
49,890
-867
119
$16.8M 0.2%
190,709
-2,270
120
$16.8M 0.2%
396,426
+8,100
121
$16.7M 0.2%
190,003
+7,053
122
$16.7M 0.2%
480,662
+21,100
123
$16.7M 0.2%
135,141
-1,610
124
$16.6M 0.19%
931,442
-44,400
125
$16.5M 0.19%
277,073
-6,710
3 4
5
6 7