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
2026
– –
-8,200
2027
– –
-3,970
2028
– –
-200
2029
– –
-4,200
2030
– –
-2,500
2031
– –
-6,610
2032
– –
-700
2033
– –
-915
2034
– –
-390
2035
– –
-1,000
2036
– –
-1,640
2037
– –
-7,900
2038
– –
-2,400
2039
– –
0
2040
– –
-300
2041
– –
-600
2042
– –
-15,000
2043
– –
-400
2044
– –
-8,900
2045
– –
-2,000
2046
– –
-850
2047
– –
-600
2048
– –
-3,000
2049
– –
-2
2050
$0 ﹤0.01%
66
80 81
82
83 84