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
1901
$7K ﹤0.01%
370
1902
$7K ﹤0.01%
300
1903
$7K ﹤0.01%
1,424
+381
1904
$6K ﹤0.01%
1,990
1905
$6K ﹤0.01%
457
1906
$6K ﹤0.01%
475
1907
$6K ﹤0.01%
90
1908
$6K ﹤0.01%
+400
1909
$6K ﹤0.01%
90
1910
$6K ﹤0.01%
1,050
1911
$6K ﹤0.01%
400
1912
$6K ﹤0.01%
1,337
+358
1913
$6K ﹤0.01%
150
1914
$6K ﹤0.01%
390
1915
$6K ﹤0.01%
+225
1916
$6K ﹤0.01%
270
1917
$6K ﹤0.01%
600
1918
$6K ﹤0.01%
+400
1919
$6K ﹤0.01%
55
1920
$6K ﹤0.01%
735
1921
$6K ﹤0.01%
100
1922
$5K ﹤0.01%
530
1923
$5K ﹤0.01%
720
1924
$5K ﹤0.01%
100
1925
$5K ﹤0.01%
123