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
1276
$244K ﹤0.01%
754
+109
1277
$244K ﹤0.01%
14,955
-5,555
1278
$242K ﹤0.01%
9,040
+740
1279
$241K ﹤0.01%
16,794
+4,390
1280
$240K ﹤0.01%
57,331
-19,074
1281
$240K ﹤0.01%
1,300
-300
1282
$240K ﹤0.01%
3,000
1283
$235K ﹤0.01%
11,000
1284
$234K ﹤0.01%
11,900
1285
$233K ﹤0.01%
14,718
+1,343
1286
$233K ﹤0.01%
2,310
1287
$232K ﹤0.01%
9,775
1288
$232K ﹤0.01%
2,200
1289
$232K ﹤0.01%
2,560
1290
$230K ﹤0.01%
4,590
1291
$228K ﹤0.01%
2,200
-4,500
1292
$227K ﹤0.01%
18,558
1293
$227K ﹤0.01%
11,100
+2,600
1294
$226K ﹤0.01%
4,400
1295
$226K ﹤0.01%
8,640
-1,000
1296
$224K ﹤0.01%
9,008
+1,427
1297
$222K ﹤0.01%
12,600
1298
$222K ﹤0.01%
35,100
1299
$221K ﹤0.01%
5,483
+683
1300
$219K ﹤0.01%
6,200