Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
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 18.05%
2 Financials 14.15%
3 Healthcare 13.89%
4 Industrials 8.85%
5 Communication Services 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1826
$10K ﹤0.01%
1,000
+800
1827
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150
+100
1828
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1830
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1831
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1832
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1,610
1833
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1834
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1835
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1836
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3,190
1837
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650
1838
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550
-5,000
1839
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1840
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1841
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1842
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1843
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1844
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1845
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1846
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650
1847
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1848
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305
1849
$9K ﹤0.01%
800
1850
$9K ﹤0.01%
210