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
$7B
AUM Growth
+$455M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,316
New
Increased
Reduced
Closed

Top Buys

1
+$167M
2
+$73.5M
3
+$11M
4
MSFT icon
Microsoft
MSFT
+$4.39M
5
ALXN
Alexion Pharmaceuticals
ALXN
+$3.78M

Top Sells

1
+$69.4M
2
+$8.94M
3
+$6.93M
4
XOM icon
Exxon Mobil
XOM
+$6.27M
5
ALTR
Altera Corp
ALTR
+$6.03M

Sector Composition

1 Financials 14.61%
2 Healthcare 14.18%
3 Technology 13.45%
4 Industrials 10.43%
5 Consumer Discretionary 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$5.54M 0.08%
71,449
-3,340
252
$5.51M 0.08%
154,269
+1,214
253
$5.49M 0.08%
80,640
-24,000
254
$5.46M 0.08%
16,110
-300
255
$5.41M 0.08%
237,824
-4,800
256
$5.39M 0.08%
169,825
-6,875
257
$5.39M 0.08%
79,488
+532
258
$5.38M 0.08%
50,390
+1,100
259
$5.34M 0.08%
129,824
-29,030
260
$5.34M 0.08%
60,670
-9,090
261
$5.29M 0.08%
81,870
262
$5.25M 0.08%
111,507
-800
263
$5.24M 0.07%
99,452
+9,800
264
$5.23M 0.07%
131,200
+6,100
265
$5.21M 0.07%
41,522
+2,500
266
$5.18M 0.07%
135,921
-3,300
267
$5.17M 0.07%
128,422
-3,700
268
$5.14M 0.07%
147,622
+3,250
269
$5.09M 0.07%
151,640
270
$5.09M 0.07%
127,000
+11,000
271
$5.08M 0.07%
639,750
-20,000
272
$5.07M 0.07%
177,455
273
$5.01M 0.07%
37,263
-200
274
$5M 0.07%
26,200
+19,800
275
$4.98M 0.07%
93,000
9 10
11
12 13