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
$10.5B
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,082
New
Increased
Reduced
Closed

Top Buys

1
+$66.4M
2
+$12.4M
3
+$7M
4
MS icon
Morgan Stanley
MS
+$4.99M
5
WELL icon
Welltower
WELL
+$4.71M

Top Sells

1
+$12.5M
2
+$10.9M
3
+$7.6M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$7.14M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$7.02M

Sector Composition

1 Technology 17.52%
2 Financials 15.01%
3 Healthcare 14.27%
4 Industrials 9.81%
5 Consumer Discretionary 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
$4K ﹤0.01%
457
1927
$4K ﹤0.01%
465
1928
$4K ﹤0.01%
480
1929
$4K ﹤0.01%
+118
1930
$4K ﹤0.01%
100
1931
$4K ﹤0.01%
20
1932
$4K ﹤0.01%
500
1933
$4K ﹤0.01%
450
1934
$4K ﹤0.01%
150
1935
$4K ﹤0.01%
630
-11,400
1936
$4K ﹤0.01%
1,195
1937
$4K ﹤0.01%
61
1938
$4K ﹤0.01%
145
1939
$4K ﹤0.01%
375
1940
$4K ﹤0.01%
92
+14
1941
$4K ﹤0.01%
85
-4,000
1942
$3K ﹤0.01%
255
-19,700
1943
$3K ﹤0.01%
62
1944
$3K ﹤0.01%
400
-29,600
1945
$3K ﹤0.01%
560
1946
$3K ﹤0.01%
1,810
1947
$3K ﹤0.01%
165
1948
$3K ﹤0.01%
430
1949
$3K ﹤0.01%
1,600
1950
$3K ﹤0.01%
320
76 77
78
79 80