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
$8.51B
AUM Growth
+$91.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,915
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$12M
3
+$6.52M
4
MDT icon
Medtronic
MDT
+$4.28M
5
ORCL icon
Oracle
ORCL
+$3.82M

Top Sells

1
+$14.9M
2
+$10.9M
3
+$7.8M
4
PG icon
Procter & Gamble
PG
+$4.94M
5
HPE icon
Hewlett Packard
HPE
+$3.99M

Sector Composition

1 Financials 15.45%
2 Technology 15.44%
3 Healthcare 13.85%
4 Industrials 10.84%
5 Communication Services 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$9.61M 0.11%
185,720
-38,088
202
$9.56M 0.11%
318,974
-2,200
203
$9.48M 0.11%
109,568
+18,071
204
$9.48M 0.11%
665,340
-28,670
205
$9.47M 0.11%
128,665
-2,235
206
$9.46M 0.11%
88,886
-3,200
207
$9.3M 0.11%
79,575
+1,641
208
$9.2M 0.11%
43,884
+17
209
$9.12M 0.11%
304,973
+32,123
210
$9.07M 0.11%
206,660
-9,000
211
$8.85M 0.1%
46,102
-4,800
212
$8.83M 0.1%
88,734
-1,146
213
$8.78M 0.1%
113,241
-225
214
$8.64M 0.1%
67,650
+650
215
$8.54M 0.1%
53,062
-5,900
216
$8.44M 0.1%
212,496
-332
217
$8.39M 0.1%
108,470
-9,045
218
$8.39M 0.1%
67,794
-1,030
219
$8.31M 0.1%
132,549
-15,170
220
$8.25M 0.1%
170,773
-35,217
221
$8.16M 0.1%
142,329
-20,388
222
$7.87M 0.09%
225,817
+300
223
$7.8M 0.09%
188,800
224
$7.74M 0.09%
122,107
-1,745
225
$7.73M 0.09%
61,232
-3,200
7 8
9
10 11