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
1851
– –
-2,500
1852
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-275
1853
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-5,300
1854
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-3,600
1855
– –
-15,500
1856
$0 ﹤0.01%
1
-319
1857
– –
-110
1858
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-270
1859
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-265
1860
– –
-14,800
1861
– –
-11,650
1862
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-21
1863
– –
-4,000
1864
– –
-2,795
1865
– –
-896
1866
– –
-83
1867
– –
-663
1868
$0 ﹤0.01%
6
1869
– –
-27
1870
$0 ﹤0.01%
160
1871
– –
-210
1872
– –
-270
1873
– –
-11,395
1874
– –
-4,700
1875
– –
-3,000
73 74
75
76 77