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
1851
$9K ﹤0.01%
430
1852
$9K ﹤0.01%
160
-4,480
1853
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1,410
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1,300
1859
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2,210
1860
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1,228
1861
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1,130
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1,920
1864
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1866
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1871
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1872
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200
-7,130
1873
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1874
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560
1875
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14