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
1976
$2K ﹤0.01%
275
1977
$2K ﹤0.01%
1,215
-26,200
1978
$2K ﹤0.01%
+300
1979
$2K ﹤0.01%
378
1980
$2K ﹤0.01%
325
1981
$2K ﹤0.01%
7
1982
$2K ﹤0.01%
54
-63
1983
$2K ﹤0.01%
600
1984
$2K ﹤0.01%
200
1985
$2K ﹤0.01%
1,070
1986
$2K ﹤0.01%
600
-72,200
1987
$2K ﹤0.01%
140
1988
$2K ﹤0.01%
260
1989
$2K ﹤0.01%
65
1990
$2K ﹤0.01%
820
1991
$2K ﹤0.01%
200
1992
$2K ﹤0.01%
130
1993
$2K ﹤0.01%
73
1994
$2K ﹤0.01%
300
1995
$2K ﹤0.01%
2
1996
$2K ﹤0.01%
21
1997
$2K ﹤0.01%
80
1998
$2K ﹤0.01%
105
1999
$2K ﹤0.01%
15
2000
$1K ﹤0.01%
110
78 79
80
81 82