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
$8.51B
AUM Growth
+$91.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,915
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$12M
3
+$6.52M
4
MDT icon
Medtronic
MDT
+$4.28M
5
ORCL icon
Oracle
ORCL
+$3.82M

Top Sells

1
+$14.9M
2
+$10.9M
3
+$7.8M
4
PG icon
Procter & Gamble
PG
+$4.94M
5
HPE icon
Hewlett Packard
HPE
+$3.99M

Sector Composition

1 Financials 15.45%
2 Technology 15.44%
3 Healthcare 13.85%
4 Industrials 10.84%
5 Communication Services 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$10.9M 0.13%
207,271
-18,268
177
$10.9M 0.13%
127,276
+979
178
$10.7M 0.13%
177,695
+3,450
179
$10.7M 0.13%
243,254
-3,555
180
$10.7M 0.13%
73,181
-2,584
181
$10.6M 0.12%
101,580
+225
182
$10.6M 0.12%
245,276
+3,454
183
$10.4M 0.12%
373,763
-26,486
184
$10.4M 0.12%
72,573
-851
185
$10.3M 0.12%
132,589
-3,404
186
$10.2M 0.12%
21,105
-100
187
$10.2M 0.12%
914,643
-314,605
188
$10.2M 0.12%
200,518
+1,800
189
$10.1M 0.12%
111,501
190
$10M 0.12%
106,391
-9,200
191
$10M 0.12%
190,357
+4,193
192
$9.96M 0.12%
99,245
-8,245
193
$9.94M 0.12%
133,928
+45,910
194
$9.89M 0.12%
517,668
-26,222
195
$9.82M 0.12%
94,833
-4,077
196
$9.77M 0.11%
166,820
-5,704
197
$9.74M 0.11%
16,567
+1,547
198
$9.73M 0.11%
73,244
-3,500
199
$9.72M 0.11%
96,036
-1,250
200
$9.71M 0.11%
41,995
-600
6 7
8
9 10