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
101
$26.1M 0.22%
468,674
+26,718
102
$25.6M 0.22%
96,665
-5,125
103
$25.6M 0.22%
164,511
+6,597
104
$25.1M 0.22%
84,700
-6,021
105
$25.1M 0.22%
225,584
+5,550
106
$25.1M 0.22%
125,144
+4,925
107
$25.1M 0.21%
68,375
-189
108
$24.8M 0.21%
72,232
-4,872
109
$24.6M 0.21%
210,067
+4,250
110
$24.3M 0.21%
398,819
+12,218
111
$24.3M 0.21%
475,545
-283,450
112
$23.5M 0.2%
85,909
+99
113
$23.1M 0.2%
335,357
-12,220
114
$22.9M 0.2%
378,616
+7,600
115
$22.8M 0.2%
47,069
-2,573
116
$22.7M 0.19%
117,075
-5,200
117
$22.7M 0.19%
103,505
+8,288
118
$22.3M 0.19%
122,309
-24,752
119
$21.6M 0.19%
37,018
+3,816
120
$21.3M 0.18%
122,960
-6,583
121
$21.2M 0.18%
277,358
+24,606
122
$21.1M 0.18%
153,616
-665
123
$21M 0.18%
95,711
-5,350
124
$21M 0.18%
250,874
+33,433
125
$20.9M 0.18%
108,053
-9,420
3 4
5
6 7