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
376
$4.25M 0.05%
30,661
-6,630
377
$4.23M 0.05%
55,037
-7,039
378
$4.23M 0.05%
78,320
-450
379
$4.22M 0.05%
72,020
-9,872
380
$4.14M 0.05%
88,333
+34,450
381
$4.13M 0.05%
67,569
+14,269
382
$4.11M 0.05%
102,024
-10,080
383
$4.09M 0.05%
43,687
+12,000
384
$4.06M 0.05%
51,900
385
$4.05M 0.05%
61,530
+3,500
386
$4.03M 0.05%
52,408
-34,037
387
$3.98M 0.04%
38,120
388
$3.96M 0.04%
20,860
389
$3.96M 0.04%
81,162
+22,205
390
$3.94M 0.04%
26,635
+2,315
391
$3.92M 0.04%
49,280
-24,643
392
$3.9M 0.04%
22,400
393
$3.89M 0.04%
20,627
-600
394
$3.88M 0.04%
85,102
-3,797
395
$3.87M 0.04%
34,870
+2,300
396
$3.83M 0.04%
30,815
-1,681
397
$3.81M 0.04%
46,688
+2,300
398
$3.81M 0.04%
35,778
-19,436
399
$3.81M 0.04%
96,830
+2,000
400
$3.8M 0.04%
99,935
+6,509
14 15
16
17 18