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
1326
$196K ﹤0.01%
2,330
+140
1327
$196K ﹤0.01%
55,748
+4,591
1328
$190K ﹤0.01%
9,499
-1,900
1329
$189K ﹤0.01%
1,200
1330
$189K ﹤0.01%
21,000
+2,900
1331
$188K ﹤0.01%
+7,250
1332
$186K ﹤0.01%
1,293
-3,099
1333
$185K ﹤0.01%
3,900
-5,000
1334
$185K ﹤0.01%
15,275
+3,005
1335
$183K ﹤0.01%
16,295
1336
$183K ﹤0.01%
4,400
1337
$183K ﹤0.01%
+1,800
1338
$182K ﹤0.01%
7,875
-12,435
1339
$180K ﹤0.01%
2,100
1340
$177K ﹤0.01%
10,125
+8,100
1341
$177K ﹤0.01%
4,690
1342
$175K ﹤0.01%
15,900
1343
$175K ﹤0.01%
1,952
-13,478
1344
$174K ﹤0.01%
2,450
+450
1345
$171K ﹤0.01%
15,810
1346
$171K ﹤0.01%
4,940
-205
1347
$169K ﹤0.01%
1,200
-50
1348
$169K ﹤0.01%
17,200
1349
$168K ﹤0.01%
3,900
+1,900
1350
$168K ﹤0.01%
4,000
-800
52 53
54
55 56