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
1601
$14K ﹤0.01%
450
+350
1602
$14K ﹤0.01%
530
-1,900
1603
$14K ﹤0.01%
260
+100
1604
$14K ﹤0.01%
740
1605
$14K ﹤0.01%
360
+150
1606
$14K ﹤0.01%
640
1607
$14K ﹤0.01%
410
+250
1608
$14K ﹤0.01%
420
1609
$14K ﹤0.01%
250
+200
1610
$14K ﹤0.01%
730
+200
1611
$14K ﹤0.01%
980
+400
1612
$14K ﹤0.01%
1,600
-5,000
1613
$14K ﹤0.01%
420
+150
1614
$14K ﹤0.01%
1,090
+450
1615
$14K ﹤0.01%
530
1616
$13K ﹤0.01%
320
1617
$13K ﹤0.01%
800
1618
$13K ﹤0.01%
1,230
+650
1619
$13K ﹤0.01%
340
+150
1620
$13K ﹤0.01%
640
1621
$13K ﹤0.01%
610
-190
1622
$13K ﹤0.01%
50
-256
1623
$13K ﹤0.01%
1,120
-3,000
1624
$13K ﹤0.01%
1,701
1625
$13K ﹤0.01%
1,060
-22,900
63 64
65
66 67