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
151
$16.9M 0.14%
80,946
+3,674
152
$16.8M 0.14%
279,423
-32,577
153
$16.4M 0.14%
141,020
-25,804
154
$16.3M 0.14%
308,759
-17,400
155
$16.1M 0.14%
122,455
+6,094
156
$16.1M 0.14%
188,265
157
$16.1M 0.14%
198,974
-18,080
158
$16M 0.14%
359,968
-24,654
159
$16M 0.14%
116,592
-11,137
160
$15.9M 0.14%
139,858
-25,691
161
$15.9M 0.14%
773,690
-54,549
162
$15.6M 0.13%
59,784
-933
163
$15.4M 0.13%
260,841
-27,000
164
$15.2M 0.13%
162,531
-4,750
165
$15.1M 0.13%
109,803
+9,261
166
$15.1M 0.13%
243,946
-21,745
167
$15M 0.13%
554,220
-55,800
168
$15M 0.13%
176,371
-1,900
169
$14.9M 0.13%
98,661
-1,050
170
$14.9M 0.13%
272,554
+2,837
171
$14.9M 0.13%
160,620
-12,025
172
$14.9M 0.13%
92,233
-7,110
173
$14.8M 0.13%
229,750
-16,945
174
$14.8M 0.13%
41,640
-2,900
175
$14.7M 0.13%
94,809
+5,274
5 6
7
8 9