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
1751
$13K ﹤0.01%
2,040
1752
$13K ﹤0.01%
200
1753
$13K ﹤0.01%
1
-1
1754
$13K ﹤0.01%
400
1755
$13K ﹤0.01%
+500
1756
$13K ﹤0.01%
300
1757
$13K ﹤0.01%
500
1758
$13K ﹤0.01%
400
1759
$13K ﹤0.01%
+12
1760
$13K ﹤0.01%
600
1761
$13K ﹤0.01%
+200
1762
$13K ﹤0.01%
1,200
1763
$13K ﹤0.01%
400
-700
1764
$13K ﹤0.01%
1,000
1765
$13K ﹤0.01%
1,200
1766
$12K ﹤0.01%
400
1767
$12K ﹤0.01%
1,100
1768
$12K ﹤0.01%
2,500
-23,000
1769
$12K ﹤0.01%
+600
1770
$12K ﹤0.01%
600
1771
$12K ﹤0.01%
900
1772
$12K ﹤0.01%
900
-2,100
1773
$12K ﹤0.01%
202
1774
$12K ﹤0.01%
300
-500
1775
$12K ﹤0.01%
300
69 70
71
72 73