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
126
$20.5M 0.18%
97,916
+6,108
127
$19.9M 0.17%
83,692
+222
128
$19.8M 0.17%
242,385
+11,433
129
$19.6M 0.17%
412,806
-30,650
130
$19.6M 0.17%
312,368
-31,340
131
$19.6M 0.17%
433,026
+22,991
132
$19.6M 0.17%
174,045
-6,400
133
$19.5M 0.17%
485,186
-8,969
134
$19.4M 0.17%
110,243
-9,100
135
$19.4M 0.17%
38,594
-1,600
136
$19.4M 0.17%
662,520
+111,140
137
$19.2M 0.16%
98,781
+4,815
138
$19M 0.16%
262,670
+25,829
139
$18.8M 0.16%
182,805
-8,500
140
$18.7M 0.16%
348,619
+16,020
141
$18.5M 0.16%
204,473
-7,200
142
$18.2M 0.16%
85,669
-8,230
143
$17.9M 0.15%
190,990
+3,352
144
$17.9M 0.15%
86,553
-4,490
145
$17.9M 0.15%
250,567
+16,959
146
$17.5M 0.15%
74,600
-2,600
147
$17.4M 0.15%
91,183
+863
148
$17.3M 0.15%
390,000
149
$17.3M 0.15%
206,365
-4,570
150
$16.9M 0.14%
142,455
-13,287
4 5
6
7 8