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
1626
$13K ﹤0.01%
530
1627
$13K ﹤0.01%
620
+200
1628
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360
+200
1629
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450
-220
1630
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690
1631
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300
+100
1632
$13K ﹤0.01%
370
1633
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320
1634
$13K ﹤0.01%
720
-600
1635
$13K ﹤0.01%
500
+300
1636
$13K ﹤0.01%
160
+50
1637
$13K ﹤0.01%
110
1638
$13K ﹤0.01%
480
1639
$13K ﹤0.01%
350
-130
1640
$13K ﹤0.01%
260
+100
1641
$13K ﹤0.01%
173
+73
1642
$13K ﹤0.01%
330
-150
1643
$13K ﹤0.01%
300
+200
1644
$13K ﹤0.01%
750
+450
1645
$13K ﹤0.01%
780
+250
1646
$13K ﹤0.01%
530
1647
$13K ﹤0.01%
950
+650
1648
$13K ﹤0.01%
765
1649
$13K ﹤0.01%
1,000
-1,000
1650
$12K ﹤0.01%
1,000
+600
64 65
66
67 68