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
2026
– –
-1,000
2027
– –
-215
2028
– –
-28,939
2029
– –
-18,220
2030
$0 ﹤0.01%
83
2031
– –
-147
2032
– –
-96
2033
– –
-375
2034
– –
-11,000
2035
– –
-3,317
2036
– –
-12,800
2037
– –
-47,446
2038
– –
-45,190
2039
– –
-80
2040
– –
-600
2041
– –
-3,000
2042
$0 ﹤0.01%
66
2043
– –
-10,430
2044
– –
-2
2045
$0 ﹤0.01%
7
2046
– –
-12,230
2047
– –
-115,700
2048
– –
-13,000
2049
– –
-6,900
2050
– –
-4,100
80 81
82
83 84