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
301
$5.81M 0.07%
381,230
-37,435
302
$5.8M 0.07%
94,091
-4,159
303
$5.78M 0.07%
166,239
-9,453
304
$5.72M 0.06%
25,060
-600
305
$5.71M 0.06%
30,937
-150
306
$5.67M 0.06%
65,365
-2,500
307
$5.58M 0.06%
86,351
+200
308
$5.55M 0.06%
155,414
-2,950
309
$5.47M 0.06%
55,752
-2,175
310
$5.46M 0.06%
59,399
+5,750
311
$5.41M 0.06%
119,962
312
$5.35M 0.06%
185,000
313
$5.32M 0.06%
37,885
+8,800
314
$5.3M 0.06%
72,080
+4,632
315
$5.24M 0.06%
153,978
-25,866
316
$5.24M 0.06%
8,792
-168
317
$5.17M 0.06%
107,261
+6,300
318
$5.15M 0.06%
108,740
+14,750
319
$5.13M 0.06%
42,577
-6,752
320
$5.1M 0.06%
135,912
-24,600
321
$5.07M 0.06%
112,994
+4,402
322
$5.06M 0.06%
163,107
-368
323
$5.03M 0.06%
44,799
-2,994
324
$5.01M 0.06%
106,982
+188
325
$5.01M 0.06%
62,234
+3,204
11 12
13
14 15