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
$15.5B
AUM Growth
+$3.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,416
New
Increased
Reduced
Closed

Top Buys

1
+$93.1M
2
+$74.7M
3
+$37.6M
4
GD icon
General Dynamics
GD
+$36.8M
5
LMT icon
Lockheed Martin
LMT
+$32.9M

Top Sells

1
+$59.5M
2
+$40.4M
3
+$25.1M
4
MSCI icon
MSCI
MSCI
+$24.4M
5
INTC icon
Intel
INTC
+$22.8M

Sector Composition

1 Technology 20.96%
2 Healthcare 12.75%
3 Financials 12.11%
4 Consumer Discretionary 10.05%
5 Industrials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2351
$0 ﹤0.01%
25
2352
– –
-1,400
2353
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-1,450
2354
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-250
2355
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2356
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-835
2357
$0 ﹤0.01%
10
-13,350
2358
– –
-2,700
2359
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-1,535
2360
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-204
2361
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-3,300
2362
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0
2363
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-14,741
2364
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-17
2365
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-3,350
2366
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2367
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2368
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-3,450
2369
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2370
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-330
2371
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-3,500
2372
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-200
2373
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-2,700
2374
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-1,480
2375
– –
-10,028
93 94
95
96 97