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
$8.23B
AUM Growth
+$510M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,948
New
Increased
Reduced
Closed

Top Buys

1 +$14.2M
2 +$12M
3 +$11.6M
4
CME icon
CME Group
CME
+$5.77M
5
XOM icon
Exxon Mobil
XOM
+$4.08M

Top Sells

1 +$13.1M
2 +$5.82M
3 +$5.09M
4
JCI icon
Johnson Controls International
JCI
+$4.5M
5
MDT icon
Medtronic
MDT
+$4.5M

Sector Composition

1 Financials 15.47%
2 Technology 14.08%
3 Healthcare 12.55%
4 Industrials 10.69%
5 Communication Services 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1551
$26K ﹤0.01%
1,200
1552
$26K ﹤0.01%
500
1553
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1,800
1554
$26K ﹤0.01%
400
1555
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2,400
1556
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1,000
1557
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900
1558
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500
1559
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4,700
1560
$26K ﹤0.01%
700
1561
$26K ﹤0.01%
1,500
1562
$25K ﹤0.01%
31
-8
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$25K ﹤0.01%
676
1564
$25K ﹤0.01%
400
1565
$25K ﹤0.01%
800
+100
1566
$25K ﹤0.01%
1,050
1567
$25K ﹤0.01%
677
1568
$25K ﹤0.01%
300
1569
$25K ﹤0.01%
500
1570
$25K ﹤0.01%
2,000
-1,000
1571
$24K ﹤0.01%
70
1572
$24K ﹤0.01%
1,167
1573
$24K ﹤0.01%
600
1574
$24K ﹤0.01%
1,800
+700
1575
$24K ﹤0.01%
440