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
1751
$14K ﹤0.01%
310
1752
$14K ﹤0.01%
370
1753
$14K ﹤0.01%
730
1754
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690
+140
1755
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790
1756
$14K ﹤0.01%
250
1757
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650
-100
1758
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1,490
1759
$14K ﹤0.01%
366
1760
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600
+100
1761
$14K ﹤0.01%
85
-200
1762
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610
1763
$14K ﹤0.01%
200
-600
1764
$14K ﹤0.01%
300
1765
$14K ﹤0.01%
970
+500
1766
$14K ﹤0.01%
520
1767
$14K ﹤0.01%
700
1768
$14K ﹤0.01%
530
1769
$14K ﹤0.01%
1,100
1770
$14K ﹤0.01%
5,300
1771
$14K ﹤0.01%
360
1772
$14K ﹤0.01%
710
1773
$13K ﹤0.01%
500
1774
$13K ﹤0.01%
+300
1775
$13K ﹤0.01%
830
+650
69 70
71
72 73