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
1676
$18K ﹤0.01%
300
1677
$18K ﹤0.01%
900
1678
$18K ﹤0.01%
2,200
1679
$17K ﹤0.01%
700
1680
$17K ﹤0.01%
+1,300
1681
$17K ﹤0.01%
600
1682
$17K ﹤0.01%
1,200
+400
1683
$17K ﹤0.01%
250
-450
1684
$17K ﹤0.01%
500
1685
$17K ﹤0.01%
200
1686
$17K ﹤0.01%
600
1687
$17K ﹤0.01%
500
1688
$17K ﹤0.01%
600
1689
$17K ﹤0.01%
2,300
1690
$17K ﹤0.01%
500
1691
$17K ﹤0.01%
500
1692
$17K ﹤0.01%
1,200
-13,400
1693
$17K ﹤0.01%
2,200
1694
$16K ﹤0.01%
800
-5,000
1695
$16K ﹤0.01%
700
1696
$16K ﹤0.01%
1,800
1697
$16K ﹤0.01%
250
-350
1698
$16K ﹤0.01%
1,750
1699
$16K ﹤0.01%
1,125
1700
$16K ﹤0.01%
+25
66 67
68
69 70