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
$8.89B
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,905
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$6.57M
3
+$6M
4
PG icon
Procter & Gamble
PG
+$5.59M
5
CELG
Celgene Corp
CELG
+$5.46M

Top Sells

1
+$23.1M
2
+$20.9M
3
+$7.52M
4
PNRA
Panera Bread Co
PNRA
+$5.54M
5
WFC icon
Wells Fargo
WFC
+$4.58M

Sector Composition

1 Technology 15.77%
2 Financials 15.65%
3 Healthcare 14.37%
4 Industrials 10.92%
5 Communication Services 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.97M 0.09%
77,080
-11,654
227
$7.96M 0.09%
102,715
+749
228
$7.9M 0.09%
100,918
+19,247
229
$7.89M 0.09%
104,047
+900
230
$7.84M 0.09%
95,000
231
$7.81M 0.09%
44,638
-150
232
$7.81M 0.09%
43,748
-2,354
233
$7.79M 0.09%
91,773
-17,795
234
$7.75M 0.09%
51,355
-3,360
235
$7.73M 0.09%
181,862
+2,739
236
$7.66M 0.09%
190,095
+37,833
237
$7.65M 0.09%
99,425
+4,100
238
$7.63M 0.09%
98,703
-4,000
239
$7.61M 0.09%
128,440
240
$7.58M 0.09%
30,645
241
$7.58M 0.09%
106,945
-450
242
$7.54M 0.08%
106,975
-215
243
$7.46M 0.08%
50,597
-2,465
244
$7.39M 0.08%
267,580
-700
245
$7.32M 0.08%
202,804
246
$7.3M 0.08%
225,717
-100
247
$7.3M 0.08%
112,066
+2,300
248
$7.29M 0.08%
70,711
-3,702
249
$7.26M 0.08%
131,017
-1,650
250
$7.25M 0.08%
75,290
8 9
10
11 12