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
$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 14.07%
3 Healthcare 12.55%
4 Industrials 10.7%
5 Communication Services 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
– –
-900
1927
– –
-130
1928
– –
-600
1929
– –
-230
1930
– –
-46,550
1931
– –
-23,900
1932
– –
-13,200
1933
– –
-900
1934
– –
-519
1935
– –
-700
1936
– –
-250
1937
– –
-305,544
1938
– –
-25,000
1939
– –
-60,100
1940
– –
-5,200
1941
– –
-800
1942
– –
-13,000
1943
– –
-2,100
1944
– –
-5,000
1945
– –
-50,270
74 75 76 77
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