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
1626
$21K ﹤0.01%
400
1627
$21K ﹤0.01%
880
1628
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+1,000
1629
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500
1630
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1,466
1631
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500
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800
1633
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1,000
1634
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500
1635
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1,000
1636
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+500
1637
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+600
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107
1639
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+400
1640
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3,000
1641
$20K ﹤0.01%
2,600
1642
$20K ﹤0.01%
2,076
1643
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925
1644
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800
1645
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1,400
1646
$20K ﹤0.01%
800
1647
$20K ﹤0.01%
+800
1648
$19K ﹤0.01%
300
1649
$19K ﹤0.01%
400
1650
$19K ﹤0.01%
2,600