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
1451
$93K ﹤0.01%
1,560
+700
1452
$91K ﹤0.01%
6,810
1453
$90K ﹤0.01%
+9,200
1454
$90K ﹤0.01%
6,406
1455
$88K ﹤0.01%
6,200
+5,830
1456
$88K ﹤0.01%
1,945
1457
$87K ﹤0.01%
2,050
+1,000
1458
$87K ﹤0.01%
4,860
+1,000
1459
$87K ﹤0.01%
5,350
1460
$85K ﹤0.01%
1,605
-2,695
1461
$84K ﹤0.01%
2,670
+400
1462
$84K ﹤0.01%
2,923
1463
$83K ﹤0.01%
+866
1464
$83K ﹤0.01%
683
1465
$82K ﹤0.01%
16,708
1466
$81K ﹤0.01%
+4,100
1467
$80K ﹤0.01%
+7,500
1468
$80K ﹤0.01%
4,800
1469
$80K ﹤0.01%
1,060
+300
1470
$80K ﹤0.01%
+2,000
1471
$79K ﹤0.01%
15,730
1472
$79K ﹤0.01%
1,680
1473
$79K ﹤0.01%
710
1474
$78K ﹤0.01%
1,600
+700
1475
$78K ﹤0.01%
1,115