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
$8.51B
AUM Growth
+$91.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,915
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$12M
3
+$6.52M
4
MDT icon
Medtronic
MDT
+$4.28M
5
ORCL icon
Oracle
ORCL
+$3.82M

Top Sells

1
+$14.9M
2
+$10.9M
3
+$7.8M
4
PG icon
Procter & Gamble
PG
+$4.94M
5
HPE icon
Hewlett Packard
HPE
+$3.99M

Sector Composition

1 Financials 15.45%
2 Technology 15.44%
3 Healthcare 13.85%
4 Industrials 10.84%
5 Communication Services 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1826
$2K ﹤0.01%
10
-150
1827
$2K ﹤0.01%
105
1828
$1K ﹤0.01%
22
-76
1829
$1K ﹤0.01%
103
-4,800
1830
$1K ﹤0.01%
20
1831
$1K ﹤0.01%
7
1832
$1K ﹤0.01%
29
-6,154
1833
– –
-3,800
1834
– –
-93
1835
– –
-202
1836
– –
-1,000
1837
– –
-1,610
1838
– –
-4,600
1839
– –
-210
1840
– –
-3,917
1841
– –
-1,330
1842
– –
-1,040
1843
– –
-14,300
1844
– –
-207
1845
– –
-1,000
1846
– –
-2,441
1847
– –
-5,210
1848
– –
-143,260
1849
– –
-2,800
1850
– –
-8,800
72 73
74
75 76