Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
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 15.43%
3 Healthcare 13.85%
4 Industrials 10.85%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1576
$15K ﹤0.01%
420
1577
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520
+200
1578
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630
1579
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1,180
-620
1580
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980
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1,250
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1583
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700
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1584
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590
+350
1585
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1,466
1586
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310
+100
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470
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1588
$15K ﹤0.01%
1,380
+850
1589
$14K ﹤0.01%
575
+312
1590
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960
1591
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270
1592
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500
+300
1593
$14K ﹤0.01%
620
-180
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800
+500
1595
$14K ﹤0.01%
1,220
1596
$14K ﹤0.01%
425
+350
1597
$14K ﹤0.01%
510
+300
1598
$14K ﹤0.01%
610
+400
1599
$14K ﹤0.01%
670
+300
1600
$14K ﹤0.01%
320
62 63
64
65 66