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
176
$14.6M 0.12%
179,779
+290
177
$14.5M 0.12%
404,690
-24,850
178
$14.3M 0.12%
395,661
-13,078
179
$14.1M 0.12%
257,940
-30,500
180
$14M 0.12%
73,685
-3,650
181
$14M 0.12%
242,048
+14,707
182
$13.9M 0.12%
221,030
-3,330
183
$13.8M 0.12%
260,886
+11,100
184
$13.7M 0.12%
268,569
-44,861
185
$13.7M 0.12%
90,473
-10,455
186
$13.6M 0.12%
143,601
-20,018
187
$13.4M 0.11%
169,561
-6,200
188
$13.4M 0.11%
176,840
-19,400
189
$13.3M 0.11%
247,816
-13,850
190
$13.2M 0.11%
131,003
-652
191
$13.1M 0.11%
109,385
+1,296
192
$12.8M 0.11%
439,485
-16,875
193
$12.8M 0.11%
71,680
-8,467
194
$12.8M 0.11%
215,003
+21,525
195
$12.6M 0.11%
215,100
+16,000
196
$12.6M 0.11%
343,987
-24,750
197
$12.6M 0.11%
409,236
+7,900
198
$12.6M 0.11%
90,755
-5,404
199
$12.5M 0.11%
63,399
+9,590
200
$12.4M 0.11%
115,885
-9,350
6 7
8
9 10