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
1851
$5K ﹤0.01%
800
-3,200
1852
$5K ﹤0.01%
4
1853
$5K ﹤0.01%
+1,500
1854
$4K ﹤0.01%
720
1855
$4K ﹤0.01%
4
1856
$4K ﹤0.01%
800
1857
$4K ﹤0.01%
112
1858
$4K ﹤0.01%
320
1859
$4K ﹤0.01%
161
1860
$3K ﹤0.01%
+300
1861
$3K ﹤0.01%
61
1862
$3K ﹤0.01%
150
-1,250
1863
$3K ﹤0.01%
100
-400
1864
$2K ﹤0.01%
150
1865
$2K ﹤0.01%
20
1866
$2K ﹤0.01%
200
-1,200
1867
$2K ﹤0.01%
105
1868
$1K ﹤0.01%
91
1869
$1K ﹤0.01%
100
1870
$1K ﹤0.01%
7
1871
$1K ﹤0.01%
160
1872
– –
-2,300
1873
– –
0
1874
– –
-15,000
1875
– –
-5,000
73 74
75
76 77