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
1576
$15K ﹤0.01%
+750
1577
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555
1578
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+1,500
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830
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1585
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520
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470
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1,380
+850
1589
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360
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575
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500
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620
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800
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1597
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1,220
1598
$14K ﹤0.01%
425
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1599
$14K ﹤0.01%
510
+300
1600
$14K ﹤0.01%
610
+400