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
1226
$304K ﹤0.01%
3,512
+2,300
1227
$303K ﹤0.01%
+31,000
1228
$301K ﹤0.01%
14,800
1229
$297K ﹤0.01%
10,450
1230
$297K ﹤0.01%
11,790
+620
1231
$294K ﹤0.01%
5,900
-2,300
1232
$294K ﹤0.01%
22,340
-20,619
1233
$292K ﹤0.01%
6,465
+1,500
1234
$292K ﹤0.01%
2,425
+180
1235
$292K ﹤0.01%
4,146
1236
$291K ﹤0.01%
5,000
1237
$290K ﹤0.01%
8,180
+140
1238
$289K ﹤0.01%
4,005
-12,760
1239
$288K ﹤0.01%
120,000
1240
$287K ﹤0.01%
19,695
+10,100
1241
$285K ﹤0.01%
8,500
+500
1242
$285K ﹤0.01%
6,500
-4,700
1243
$284K ﹤0.01%
18,200
1244
$283K ﹤0.01%
4,007
+594
1245
$283K ﹤0.01%
37,000
-11,132
1246
$282K ﹤0.01%
66,946
+16,300
1247
$281K ﹤0.01%
4,000
-3,000
1248
$281K ﹤0.01%
21,055
+1,460
1249
$280K ﹤0.01%
8,350
-1,000
1250
$280K ﹤0.01%
10,000
48 49
50
51 52