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
376
$3.29M 0.05%
55,700
377
$3.29M 0.05%
52,220
378
$3.29M 0.05%
99,928
+19,800
379
$3.28M 0.05%
83,950
-2,000
380
$3.28M 0.05%
46,349
381
$3.28M 0.05%
102,585
+20,600
382
$3.27M 0.05%
85,207
-700
383
$3.25M 0.05%
124,230
+18,263
384
$3.24M 0.05%
75,730
-1,200
385
$3.23M 0.05%
76,845
-300
386
$3.23M 0.05%
134,929
-30,050
387
$3.22M 0.05%
80,568
-8,057
388
$3.22M 0.05%
76,690
389
$3.22M 0.05%
28,914
390
$3.21M 0.05%
314,744
-88,800
391
$3.2M 0.05%
41,730
-100
392
$3.19M 0.05%
38,530
-600
393
$3.18M 0.05%
36,428
-3,700
394
$3.18M 0.05%
90,800
-22,000
395
$3.16M 0.05%
163,200
396
$3.16M 0.05%
39,172
+11,500
397
$3.15M 0.05%
83,820
398
$3.1M 0.04%
34,900
399
$3.06M 0.04%
20,364
400
$3.06M 0.04%
90,550
+10,000
14 15
16
17 18