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
1576
$37K ﹤0.01%
500
+180
1577
$37K ﹤0.01%
460
+180
1578
$37K ﹤0.01%
175
1579
$37K ﹤0.01%
1,080
+500
1580
$37K ﹤0.01%
460
+160
1581
$37K ﹤0.01%
1,567
-8,203
1582
$37K ﹤0.01%
300
+200
1583
$37K ﹤0.01%
530
+280
1584
$36K ﹤0.01%
+2,000
1585
$36K ﹤0.01%
1,000
1586
$36K ﹤0.01%
4,650
+350
1587
$36K ﹤0.01%
300
1588
$35K ﹤0.01%
730
+360
1589
$35K ﹤0.01%
5,229
+1,461
1590
$35K ﹤0.01%
300
+140
1591
$35K ﹤0.01%
270
+120
1592
$34K ﹤0.01%
2,010
+1,080
1593
$34K ﹤0.01%
660
1594
$34K ﹤0.01%
230
+120
1595
$34K ﹤0.01%
530
+160
1596
$34K ﹤0.01%
1,500
1597
$33K ﹤0.01%
950
1598
$33K ﹤0.01%
7,485
-1,000
1599
$32K ﹤0.01%
540
+220
1600
$32K ﹤0.01%
390