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
1801
$10K ﹤0.01%
200
-100
1802
$10K ﹤0.01%
700
-1,800
1803
$10K ﹤0.01%
670
1804
$10K ﹤0.01%
200
1805
$10K ﹤0.01%
+400
1806
$10K ﹤0.01%
1,400
1807
$10K ﹤0.01%
400
1808
$10K ﹤0.01%
300
1809
$10K ﹤0.01%
258
1810
$9K ﹤0.01%
1,400
-2,200
1811
$9K ﹤0.01%
200
1812
$9K ﹤0.01%
900
-3,600
1813
$9K ﹤0.01%
+1,800
1814
$9K ﹤0.01%
167
1815
$9K ﹤0.01%
200
1816
$9K ﹤0.01%
550
-2,150
1817
$9K ﹤0.01%
+300
1818
$9K ﹤0.01%
400
-900
1819
$9K ﹤0.01%
400
1820
$9K ﹤0.01%
560
1821
$9K ﹤0.01%
300
-600
1822
$9K ﹤0.01%
1,600
-900
1823
$8K ﹤0.01%
900
1824
$8K ﹤0.01%
202
1825
$8K ﹤0.01%
222
71 72
73
74 75