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
1776
$13K ﹤0.01%
810
1777
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563
1778
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140
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1779
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1781
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4,118
+1,103
1782
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1785
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450
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120
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1787
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390
1789
$13K ﹤0.01%
6,159
1790
$12K ﹤0.01%
370
1791
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1,150
-8,700
1792
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315
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1,950
1794
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200
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1,610
1796
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600
1797
$12K ﹤0.01%
1,500
1798
$12K ﹤0.01%
+475
1799
$12K ﹤0.01%
285
1800
$12K ﹤0.01%
2,430
+1,350