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
1351
$95K ﹤0.01%
+5,800
1352
$94K ﹤0.01%
1,300
1353
$92K ﹤0.01%
8,100
+1,100
1354
$92K ﹤0.01%
4,000
1355
$92K ﹤0.01%
1,700
-4,400
1356
$91K ﹤0.01%
2,936
1357
$90K ﹤0.01%
1,350
1358
$89K ﹤0.01%
2,444
1359
$88K ﹤0.01%
1,600
1360
$88K ﹤0.01%
1,300
1361
$86K ﹤0.01%
295
1362
$85K ﹤0.01%
5,600
+3,600
1363
$85K ﹤0.01%
2,450
1364
$85K ﹤0.01%
10,000
+2,600
1365
$85K ﹤0.01%
2,295
-1,530
1366
$85K ﹤0.01%
10,300
1367
$84K ﹤0.01%
2,220
1368
$84K ﹤0.01%
1,400
1369
$84K ﹤0.01%
2,800
+2,500
1370
$84K ﹤0.01%
2,000
-1,400
1371
$83K ﹤0.01%
+1,000
1372
$81K ﹤0.01%
3,660
+300
1373
$81K ﹤0.01%
+5,000
1374
$80K ﹤0.01%
+2,698
1375
$79K ﹤0.01%
5,200
53 54
55
56 57