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
1476
$21K ﹤0.01%
960
1477
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580
1478
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210
1479
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370
+100
1480
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1481
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+462
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360
+150
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800
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390
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1485
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2,380
+900
1486
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25
+10
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1489
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250
1490
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350
+100
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1,000
1492
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780
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880
+350
1495
$19K ﹤0.01%
410
+300
1496
$19K ﹤0.01%
250
-20
1497
$19K ﹤0.01%
2,380
+1,000
1498
$19K ﹤0.01%
460
-1,700
1499
$19K ﹤0.01%
210
1500
$19K ﹤0.01%
840
58 59
60
61 62