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
1351
$168K ﹤0.01%
160,156
+138,073
1352
$168K ﹤0.01%
30,217
+1,701
1353
$167K ﹤0.01%
12,628
-880
1354
$166K ﹤0.01%
3,960
1355
$166K ﹤0.01%
7,350
+2,450
1356
$165K ﹤0.01%
10,500
1357
$164K ﹤0.01%
1,950
1358
$161K ﹤0.01%
13,200
+13,000
1359
$160K ﹤0.01%
940
+230
1360
$159K ﹤0.01%
10,000
-4,000
1361
$159K ﹤0.01%
3,440
-2,300
1362
$158K ﹤0.01%
4,007
-3,475
1363
$158K ﹤0.01%
9,075
-2,556
1364
$157K ﹤0.01%
1,220
-1,425
1365
$156K ﹤0.01%
4,127
-4,683
1366
$155K ﹤0.01%
+7,925
1367
$153K ﹤0.01%
2,600
-200
1368
$153K ﹤0.01%
2,000
+400
1369
$152K ﹤0.01%
2,089
-2,990
1370
$151K ﹤0.01%
9,645
1371
$150K ﹤0.01%
2,265
+364
1372
$145K ﹤0.01%
910
+375
1373
$145K ﹤0.01%
1,878
-1,602
1374
$143K ﹤0.01%
10,400
-22,000
1375
$142K ﹤0.01%
2,740
53 54
55
56 57