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
$8.23B
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 14.07%
3 Healthcare 12.55%
4 Industrials 10.7%
5 Communication Services 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
$19K ﹤0.01%
467
1652
$19K ﹤0.01%
2,000
1653
$19K ﹤0.01%
200
-400
1654
$19K ﹤0.01%
+500
1655
$19K ﹤0.01%
130
1656
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500
-500
1657
$19K ﹤0.01%
600
1658
$19K ﹤0.01%
1,500
-600
1659
$19K ﹤0.01%
800
1660
$19K ﹤0.01%
1,250
1661
$19K ﹤0.01%
1,000
1662
$18K ﹤0.01%
300
1663
$18K ﹤0.01%
900
1664
$18K ﹤0.01%
2,200
1665
$18K ﹤0.01%
1,700
1666
$18K ﹤0.01%
600
1667
$18K ﹤0.01%
900
1668
$18K ﹤0.01%
1,500
1669
$18K ﹤0.01%
900
+400
1670
$18K ﹤0.01%
600
1671
$18K ﹤0.01%
400
1672
$18K ﹤0.01%
1,000
1673
$18K ﹤0.01%
+700
1674
$18K ﹤0.01%
306
-10,210
1675
$18K ﹤0.01%
1,000
65 66
67
68 69