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
$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 18.06%
2 Financials 14.15%
3 Healthcare 13.89%
4 Industrials 8.83%
5 Communication Services 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1876
$8K ﹤0.01%
2,170
+1,000
1877
$8K ﹤0.01%
1,600
1878
$8K ﹤0.01%
140
-5,000
1879
$8K ﹤0.01%
280
1880
$8K ﹤0.01%
1,600
1881
$7K ﹤0.01%
4,470
1882
$7K ﹤0.01%
110
1883
$7K ﹤0.01%
900
1884
$7K ﹤0.01%
1,080
-1,975
1885
$7K ﹤0.01%
500
1886
$7K ﹤0.01%
870
1887
$7K ﹤0.01%
1,260
1888
$7K ﹤0.01%
+225
1889
$7K ﹤0.01%
327
1890
$7K ﹤0.01%
2,190
1891
$7K ﹤0.01%
500
1892
$7K ﹤0.01%
100
1893
$7K ﹤0.01%
1,300
1894
$7K ﹤0.01%
+215
1895
$7K ﹤0.01%
835
1896
$7K ﹤0.01%
200
1897
$7K ﹤0.01%
3,710
1898
$7K ﹤0.01%
820
1899
$7K ﹤0.01%
2,800
-705
1900
$7K ﹤0.01%
268
-25,000
74 75
76
77 78