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
351
$4.63M 0.05%
57,355
352
$4.6M 0.05%
57,450
-450
353
$4.58M 0.05%
532,960
-15,200
354
$4.54M 0.05%
73,180
+1,400
355
$4.53M 0.05%
17,835
-966
356
$4.51M 0.05%
74,141
-1,010
357
$4.5M 0.05%
45,466
+9,330
358
$4.5M 0.05%
84,820
359
$4.48M 0.05%
83,175
360
$4.48M 0.05%
78,598
-1,049
361
$4.47M 0.05%
151,457
-38,215
362
$4.46M 0.05%
18,445
363
$4.42M 0.05%
39,848
+5,383
364
$4.4M 0.05%
52,470
365
$4.4M 0.05%
40,453
+903
366
$4.39M 0.05%
73,500
+3,200
367
$4.38M 0.05%
100,213
+21,401
368
$4.37M 0.05%
105,960
+1,800
369
$4.35M 0.05%
108,597
370
$4.32M 0.05%
167,175
+2,400
371
$4.31M 0.05%
39,700
372
$4.29M 0.05%
376,664
-15,600
373
$4.29M 0.05%
36,726
+12,816
374
$4.29M 0.05%
64,868
+7,845
375
$4.27M 0.05%
102,450
-2,854
13 14
15
16 17