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
1301
$142K ﹤0.01%
11,600
1302
$141K ﹤0.01%
4,982
1303
$139K ﹤0.01%
5,000
1304
$137K ﹤0.01%
7,483
1305
$137K ﹤0.01%
5,395
1306
$136K ﹤0.01%
3,110
1307
$135K ﹤0.01%
4,259
1308
$135K ﹤0.01%
1,230
+100
1309
$134K ﹤0.01%
+7,900
1310
$133K ﹤0.01%
10,400
-4,760
1311
$133K ﹤0.01%
5,128
-1,124
1312
$133K ﹤0.01%
5,740
-360
1313
$132K ﹤0.01%
5,500
-3,500
1314
$132K ﹤0.01%
2,750
1315
$132K ﹤0.01%
3,550
1316
$131K ﹤0.01%
8,310
1317
$130K ﹤0.01%
9,600
-47,850
1318
$130K ﹤0.01%
26,600
1319
$126K ﹤0.01%
+10,000
1320
$126K ﹤0.01%
5,000
1321
$125K ﹤0.01%
3,000
1322
$125K ﹤0.01%
+10,000
1323
$125K ﹤0.01%
31,400
+16,400
1324
$125K ﹤0.01%
4,774
1325
$123K ﹤0.01%
5,000
-420
51 52
53
54 55