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
$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 18.05%
2 Financials 14.15%
3 Healthcare 13.89%
4 Industrials 8.85%
5 Communication Services 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$3K ﹤0.01%
450
1977
$3K ﹤0.01%
360
1978
$3K ﹤0.01%
66
1979
$3K ﹤0.01%
150
1980
$3K ﹤0.01%
16
1981
$3K ﹤0.01%
7
1982
$3K ﹤0.01%
325
+87
1983
– –
0
1984
$3K ﹤0.01%
430
-4,500
1985
$2K ﹤0.01%
325
-39,120
1986
$2K ﹤0.01%
54
1987
$2K ﹤0.01%
260
1988
$2K ﹤0.01%
140
-2,160
1989
$2K ﹤0.01%
200
1990
$2K ﹤0.01%
100
1991
$2K ﹤0.01%
200
-69,400
1992
$2K ﹤0.01%
200
1993
$2K ﹤0.01%
130
1994
$2K ﹤0.01%
320
1995
$2K ﹤0.01%
200
1996
$2K ﹤0.01%
105
1997
$2K ﹤0.01%
21
1998
$1K ﹤0.01%
972
1999
$1K ﹤0.01%
20
2000
$1K ﹤0.01%
159
78 79
80
81 82