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
1776
$12K ﹤0.01%
1,100
1777
$12K ﹤0.01%
2,500
-23,000
1778
$12K ﹤0.01%
+600
1779
$12K ﹤0.01%
600
1780
$12K ﹤0.01%
900
1781
$12K ﹤0.01%
900
-2,100
1782
$11K ﹤0.01%
+1,000
1783
$11K ﹤0.01%
400
-200
1784
$11K ﹤0.01%
300
-500
1785
$11K ﹤0.01%
300
1786
$11K ﹤0.01%
150
-350
1787
$11K ﹤0.01%
+600
1788
$11K ﹤0.01%
1,000
-1,900
1789
$11K ﹤0.01%
700
-2,100
1790
$11K ﹤0.01%
300
-300
1791
$11K ﹤0.01%
399
1792
$11K ﹤0.01%
765
1793
$11K ﹤0.01%
500
1794
$11K ﹤0.01%
1,000
-20,000
1795
$11K ﹤0.01%
700
1796
$11K ﹤0.01%
157
-1,500
1797
$10K ﹤0.01%
300
1798
$10K ﹤0.01%
300
1799
$10K ﹤0.01%
200
1800
$10K ﹤0.01%
332
70 71
72
73 74