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
301
$5.97M 0.06%
78,290
+2,995
302
$5.96M 0.06%
56,847
+8,206
303
$5.94M 0.06%
81,080
-170
304
$5.92M 0.06%
45,199
305
$5.89M 0.06%
89,765
-6,613
306
$5.86M 0.06%
23,800
307
$5.8M 0.06%
51,048
+2,801
308
$5.78M 0.06%
326,984
+14,520
309
$5.73M 0.06%
171,419
+23,990
310
$5.71M 0.06%
42,520
+3,924
311
$5.71M 0.06%
78,278
+5,605
312
$5.67M 0.06%
39,600
-500
313
$5.67M 0.06%
42,110
+5,919
314
$5.58M 0.06%
8,320
+1,017
315
$5.58M 0.06%
181,880
-6,000
316
$5.58M 0.06%
54,848
+3,300
317
$5.54M 0.06%
32,150
318
$5.54M 0.06%
65,145
-120
319
$5.52M 0.06%
113,031
-4,465
320
$5.51M 0.06%
52,025
-1,735
321
$5.5M 0.06%
261,276
-20,500
322
$5.5M 0.06%
61,315
+20,235
323
$5.47M 0.06%
32,913
-599
324
$5.45M 0.06%
44,671
+4,870
325
$5.44M 0.06%
144,948
+3,897
11 12
13
14 15