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
2051
– –
-10,430
2052
$0 ﹤0.01%
7
2053
– –
-12,230
2054
– –
-115,700
2055
– –
-13,000
2056
– –
-6,900
2057
– –
-4,100
2058
– –
-679
2059
– –
-735
2060
– –
-1,191
2061
– –
-9,800
2062
– –
-635
2063
– –
-1,165
2064
– –
-209,116
2065
– –
-54,000
2066
– –
-7,610
2067
– –
-111,203
2068
– –
-260
2069
– –
-11,800
2070
– –
-460
2071
– –
-490
2072
– –
-1,405
2073
– –
-500
2074
– –
-3,420
2075
– –
-700
80 81 82
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