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
326
$5M 0.06%
54,767
+1,645
327
$5M 0.06%
356,371
+13,600
328
$4.99M 0.06%
43,531
-903
329
$4.97M 0.06%
140,016
330
$4.95M 0.06%
71,870
-8,400
331
$4.95M 0.06%
52,110
332
$4.93M 0.06%
74,700
333
$4.93M 0.06%
37,722
-1,556
334
$4.91M 0.06%
122,775
+6,950
335
$4.88M 0.05%
118,046
336
$4.85M 0.05%
33,724
+6,163
337
$4.85M 0.05%
181,142
+27,012
338
$4.84M 0.05%
214,225
+16,278
339
$4.84M 0.05%
75,276
+11,985
340
$4.82M 0.05%
84,565
-3,400
341
$4.8M 0.05%
100,252
+14,475
342
$4.78M 0.05%
27,032
343
$4.77M 0.05%
47,694
+7,051
344
$4.75M 0.05%
176,795
-31,853
345
$4.7M 0.05%
90,692
+200
346
$4.69M 0.05%
27,300
347
$4.66M 0.05%
66,395
+3,000
348
$4.66M 0.05%
232,103
-18,076
349
$4.65M 0.05%
186,680
+12,800
350
$4.65M 0.05%
80,350
-2,607
12 13
14
15 16