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
1526
$49K ﹤0.01%
508
+158
1527
$49K ﹤0.01%
1,500
+1,000
1528
$49K ﹤0.01%
1,000
1529
$49K ﹤0.01%
1,300
+246
1530
$48K ﹤0.01%
1,000
+300
1531
$48K ﹤0.01%
500
1532
$48K ﹤0.01%
1,250
+220
1533
$47K ﹤0.01%
2,796
+772
1534
$47K ﹤0.01%
5,100
-7,240
1535
$47K ﹤0.01%
490
1536
$47K ﹤0.01%
3,617
+968
1537
$46K ﹤0.01%
13
+3
1538
$46K ﹤0.01%
9,800
-65,200
1539
$46K ﹤0.01%
315
+200
1540
$46K ﹤0.01%
2,345
+628
1541
$45K ﹤0.01%
500
1542
$45K ﹤0.01%
390
-1,190
1543
$45K ﹤0.01%
2,250
+2,000
1544
$45K ﹤0.01%
3,200
-300
1545
$45K ﹤0.01%
1,290
+440
1546
$45K ﹤0.01%
1,700
1547
$45K ﹤0.01%
1,760
-1,600
1548
$44K ﹤0.01%
600
+260
1549
$44K ﹤0.01%
1,015
1550
$44K ﹤0.01%
3,750
+550
60 61
62
63 64