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
1626
$29K ﹤0.01%
2,130
+1,140
1627
$29K ﹤0.01%
840
+500
1628
$29K ﹤0.01%
1,340
+740
1629
$29K ﹤0.01%
490
+110
1630
$29K ﹤0.01%
1,509
+760
1631
$29K ﹤0.01%
385
1632
$28K ﹤0.01%
750
+400
1633
$28K ﹤0.01%
225
+100
1634
$28K ﹤0.01%
880
+440
1635
$28K ﹤0.01%
430
1636
$28K ﹤0.01%
360
+160
1637
$28K ﹤0.01%
1,748
-17,522
1638
$28K ﹤0.01%
200
1639
$28K ﹤0.01%
1,160
-8,180
1640
$28K ﹤0.01%
1,140
+100
1641
$27K ﹤0.01%
2,525
+257
1642
$27K ﹤0.01%
840
-1,961
1643
$27K ﹤0.01%
+705
1644
$27K ﹤0.01%
870
+520
1645
$26K ﹤0.01%
4,250
-11,191
1646
$26K ﹤0.01%
2,367
+580
1647
$26K ﹤0.01%
1,000
-2,000
1648
$26K ﹤0.01%
1,340
+420
1649
$26K ﹤0.01%
1,809
-6,390
1650
$26K ﹤0.01%
+1,370
64 65
66
67 68