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
1926
$5K ﹤0.01%
77
1927
$5K ﹤0.01%
800
1928
$5K ﹤0.01%
8
1929
$5K ﹤0.01%
400
1930
$5K ﹤0.01%
20
1931
$5K ﹤0.01%
365
1932
$5K ﹤0.01%
56
1933
$5K ﹤0.01%
+807
1934
$5K ﹤0.01%
630
1935
$5K ﹤0.01%
+100
1936
$5K ﹤0.01%
290
1937
$5K ﹤0.01%
780
1938
$5K ﹤0.01%
3,830
1939
$4K ﹤0.01%
9
1940
$4K ﹤0.01%
280
-10,200
1941
$4K ﹤0.01%
440
1942
$4K ﹤0.01%
3,190
1943
$4K ﹤0.01%
2,600
1944
$4K ﹤0.01%
650
1945
$4K ﹤0.01%
970
1946
$4K ﹤0.01%
1,110
1947
$4K ﹤0.01%
+2,700
1948
$4K ﹤0.01%
+53
1949
$4K ﹤0.01%
118
1950
$4K ﹤0.01%
1,200