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
1301
$218K ﹤0.01%
10,000
+2,550
1302
$217K ﹤0.01%
+10,100
1303
$216K ﹤0.01%
4,140
1304
$215K ﹤0.01%
2,855
-1,965
1305
$215K ﹤0.01%
3,341
+229
1306
$214K ﹤0.01%
1,600
-17,500
1307
$214K ﹤0.01%
54,100
1308
$213K ﹤0.01%
12,110
+2,950
1309
$213K ﹤0.01%
4,350
-1,400
1310
$211K ﹤0.01%
10,100
1311
$210K ﹤0.01%
9,800
1312
$210K ﹤0.01%
3,000
1313
$208K ﹤0.01%
4,505
-3,893
1314
$207K ﹤0.01%
3,100
-100
1315
$206K ﹤0.01%
3,000
1316
$206K ﹤0.01%
3,500
1317
$206K ﹤0.01%
13,100
-400
1318
$205K ﹤0.01%
18,425
1319
$205K ﹤0.01%
1,003
-427
1320
$203K ﹤0.01%
7,640
-12,000
1321
$203K ﹤0.01%
39,500
1322
$201K ﹤0.01%
4,900
1323
$199K ﹤0.01%
8,646
+3,220
1324
$197K ﹤0.01%
+10,862
1325
$197K ﹤0.01%
2,400
51 52
53
54 55