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
251
$7.51M 0.08%
435,317
+14,812
252
$7.51M 0.08%
127,640
+1,600
253
$7.51M 0.08%
559,954
+103,155
254
$7.49M 0.08%
261,400
-4,180
255
$7.48M 0.08%
75,290
256
$7.47M 0.08%
102,573
-875
257
$7.42M 0.08%
118,662
+550
258
$7.34M 0.08%
81,535
-875
259
$7.25M 0.07%
69,940
-1,800
260
$7.24M 0.07%
108,170
+6,405
261
$7.02M 0.07%
25,839
+10,995
262
$7M 0.07%
89,131
-2,274
263
$7M 0.07%
159,142
-2,980
264
$6.95M 0.07%
228,739
+9,355
265
$6.93M 0.07%
74,463
+5,057
266
$6.92M 0.07%
89,410
-100
267
$6.9M 0.07%
118,850
-12,000
268
$6.88M 0.07%
44,150
-1,220
269
$6.88M 0.07%
127,020
+5,000
270
$6.86M 0.07%
191,932
-3,765
271
$6.84M 0.07%
366,870
+115,116
272
$6.83M 0.07%
70,214
273
$6.8M 0.07%
51,220
+1,165
274
$6.76M 0.07%
99,155
-27,695
275
$6.75M 0.07%
144,392
+48,574
9 10
11
12 13