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
201
$12.2M 0.1%
237,060
-17,750
202
$12.2M 0.1%
83,694
-961
203
$12.2M 0.1%
37,656
-1,509
204
$12.1M 0.1%
132,493
+1,056
205
$12.1M 0.1%
46,860
-1,500
206
$11.8M 0.1%
72,893
+5,278
207
$11.7M 0.1%
216,771
-25,096
208
$11.6M 0.1%
253,700
+13,550
209
$11.6M 0.1%
139,976
-12,900
210
$11.4M 0.1%
170,124
-32,400
211
$11.2M 0.1%
37,368
+1,388
212
$11.2M 0.1%
704,214
-11,800
213
$11.2M 0.1%
74,176
-13,915
214
$11M 0.09%
129,584
+1,500
215
$11M 0.09%
237,527
-4,251
216
$10.8M 0.09%
118,864
-20,132
217
$10.8M 0.09%
38,548
+4,849
218
$10.7M 0.09%
228,472
+16,965
219
$10.6M 0.09%
468,200
+4,000
220
$10.4M 0.09%
43,292
+4,871
221
$10.1M 0.09%
126,240
-1,000
222
$10.1M 0.09%
26,997
+5,597
223
$10.1M 0.09%
94,105
-150
224
$10.1M 0.09%
39,600
225
$10.1M 0.09%
59,456
-10,800
7 8
9
10 11