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
351
$3.71M 0.05%
37,510
-600
352
$3.69M 0.05%
30,630
-2,300
353
$3.67M 0.05%
98,400
-5,800
354
$3.65M 0.05%
56,650
+17,700
355
$3.63M 0.05%
84,150
356
$3.62M 0.05%
30,300
-200
357
$3.56M 0.05%
59,156
-1,130
358
$3.56M 0.05%
222,200
+30,200
359
$3.54M 0.05%
111,617
360
$3.54M 0.05%
85,100
+9,800
361
$3.53M 0.05%
18,110
-100
362
$3.52M 0.05%
739,952
+318,400
363
$3.5M 0.05%
72,268
-23,120
364
$3.5M 0.05%
40,935
-1,600
365
$3.46M 0.05%
51,200
-7,500
366
$3.46M 0.05%
14,800
-2,900
367
$3.45M 0.05%
56,835
-900
368
$3.43M 0.05%
138,948
+7,000
369
$3.42M 0.05%
63,595
-2,000
370
$3.38M 0.05%
59,225
-800
371
$3.38M 0.05%
79,720
-2,400
372
$3.37M 0.05%
86,400
-200
373
$3.33M 0.05%
27,648
374
$3.32M 0.05%
47,891
-5,000
375
$3.31M 0.05%
42,340
-200
13 14
15
16 17