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
$9.71B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,937
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$21.2M
3
+$18.7M
4
AMZN icon
Amazon
AMZN
+$11M
5
XOM icon
Exxon Mobil
XOM
+$9.96M

Top Sells

1
+$82.9M
2
+$29.1M
3
+$23.1M
4
MON
Monsanto Co
MON
+$22.1M
5
IBM icon
IBM
IBM
+$18.8M

Sector Composition

1 Technology 17.03%
2 Financials 15.56%
3 Healthcare 13.43%
4 Industrials 9.93%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.59M 0.09%
125,619
-7,950
227
$8.48M 0.09%
19,723
+10,965
228
$8.46M 0.09%
60,477
-945
229
$8.4M 0.09%
83,480
230
$8.36M 0.09%
171,919
-6,725
231
$8.34M 0.09%
457,380
-2,700
232
$8.34M 0.09%
47,860
233
$8.29M 0.09%
53,784
-460
234
$8.27M 0.09%
82,725
+2,738
235
$8.26M 0.09%
297,944
-29,562
236
$8.23M 0.08%
179,573
+1,221
237
$8.21M 0.08%
225,066
-178,580
238
$8.1M 0.08%
188,800
239
$8.07M 0.08%
297,633
+65,155
240
$7.94M 0.08%
182,998
+22,234
241
$7.86M 0.08%
72,676
-319
242
$7.82M 0.08%
150,001
+2,436
243
$7.8M 0.08%
100,859
-1,568
244
$7.79M 0.08%
136,713
+1,080
245
$7.77M 0.08%
112,886
+4,821
246
$7.75M 0.08%
121,480
+4,400
247
$7.73M 0.08%
131,785
-4,000
248
$7.67M 0.08%
77,750
249
$7.58M 0.08%
266,513
+1,635
250
$7.52M 0.08%
423,156
+39,676
8 9
10
11 12