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
$8.23B
AUM Growth
+$510M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,948
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$12M
3
+$11.6M
4
CME icon
CME Group
CME
+$5.77M
5
XOM icon
Exxon Mobil
XOM
+$4.08M

Top Sells

1
+$13.1M
2
+$5.82M
3
+$5.09M
4
JCI icon
Johnson Controls International
JCI
+$4.5M
5
MDT icon
Medtronic
MDT
+$4.5M

Sector Composition

1 Financials 15.47%
2 Technology 14.08%
3 Healthcare 12.55%
4 Industrials 10.69%
5 Communication Services 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$165K ﹤0.01%
3,000
1277
$162K ﹤0.01%
8,050
+5,850
1278
$161K ﹤0.01%
+11,100
1279
$159K ﹤0.01%
8,500
1280
$158K ﹤0.01%
5,022
1281
$158K ﹤0.01%
6,500
1282
$157K ﹤0.01%
9,500
-10,700
1283
$155K ﹤0.01%
3,435
-235
1284
$154K ﹤0.01%
2,900
-500
1285
$153K ﹤0.01%
15,000
1286
$152K ﹤0.01%
4,200
1287
$150K ﹤0.01%
11,300
1288
$149K ﹤0.01%
3,725
-22,025
1289
$149K ﹤0.01%
11,700
+5,000
1290
$148K ﹤0.01%
5,950
1291
$146K ﹤0.01%
12,000
1292
$146K ﹤0.01%
6,400
-8,700
1293
$146K ﹤0.01%
+11,600
1294
$145K ﹤0.01%
2,100
1295
$144K ﹤0.01%
5,000
1296
$144K ﹤0.01%
2,900
1297
$140K ﹤0.01%
5,800
1298
$140K ﹤0.01%
6,300
-1,400
1299
$139K ﹤0.01%
6,700
1300
$138K ﹤0.01%
810
+750
50 51
52
53 54