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
$8.51B
AUM Growth
+$91.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,915
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$12M
3
+$6.52M
4
MDT icon
Medtronic
MDT
+$4.28M
5
ORCL icon
Oracle
ORCL
+$3.82M

Top Sells

1
+$14.9M
2
+$10.9M
3
+$7.8M
4
PG icon
Procter & Gamble
PG
+$4.94M
5
HPE icon
Hewlett Packard
HPE
+$3.99M

Sector Composition

1 Financials 15.45%
2 Technology 15.44%
3 Healthcare 13.85%
4 Industrials 10.84%
5 Communication Services 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$16.4M 0.19%
39,026
-1,560
127
$16.4M 0.19%
122,205
+8,734
128
$16.4M 0.19%
133,780
-8,934
129
$16.3M 0.19%
117,227
+186
130
$16.3M 0.19%
217,434
-38,188
131
$16.2M 0.19%
198,532
-235
132
$16.1M 0.19%
84,977
-636
133
$15.9M 0.19%
436,602
-49,630
134
$15.8M 0.19%
98,432
+375
135
$15.7M 0.18%
253,250
-19,357
136
$15.3M 0.18%
115,521
-581
137
$15.3M 0.18%
92,912
+113
138
$15.2M 0.18%
327,340
+7,877
139
$15.2M 0.18%
78,995
-464
140
$15.1M 0.18%
173,397
+1,032
141
$15M 0.18%
245,042
142
$14.9M 0.18%
383,710
+27,000
143
$14.9M 0.18%
62,168
+12,879
144
$14.9M 0.17%
220,874
-996
145
$14.5M 0.17%
109,432
+6,018
146
$14.5M 0.17%
322,854
-18,500
147
$14.4M 0.17%
225,848
-12,700
148
$14.3M 0.17%
258,212
+6,225
149
$14.3M 0.17%
226,208
-47,232
150
$14M 0.16%
240,056
+26,210
4 5
6
7 8