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
$9.71B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,937
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$21.2M
3
+$18.7M
4
AMZN icon
Amazon
AMZN
+$11M
5
XOM icon
Exxon Mobil
XOM
+$9.96M

Top Sells

1
+$82.9M
2
+$29.1M
3
+$23.1M
4
MON
Monsanto Co
MON
+$22.1M
5
IBM icon
IBM
IBM
+$18.8M

Sector Composition

1 Technology 17.03%
2 Financials 15.56%
3 Healthcare 13.43%
4 Industrials 9.93%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$4.59M 0.05%
109,046
+8,585
377
$4.54M 0.05%
66,236
+902
378
$4.53M 0.05%
53,635
+3,935
379
$4.51M 0.05%
74,155
-1,274
380
$4.51M 0.05%
40,325
+3,200
381
$4.48M 0.05%
70,392
+23,575
382
$4.46M 0.05%
71,565
+5,150
383
$4.45M 0.05%
51,150
384
$4.45M 0.05%
95,319
-5,955
385
$4.41M 0.05%
72,270
-2,000
386
$4.4M 0.05%
33,740
-100
387
$4.38M 0.05%
35,821
-1,293
388
$4.34M 0.04%
39,070
+1,000
389
$4.3M 0.04%
34,010
+3,200
390
$4.3M 0.04%
97,900
-1,600
391
$4.29M 0.04%
29,220
392
$4.29M 0.04%
187,500
-18,000
393
$4.28M 0.04%
24,030
-2,530
394
$4.28M 0.04%
180,289
+17,103
395
$4.28M 0.04%
150,000
-35,000
396
$4.27M 0.04%
25,510
-101
397
$4.26M 0.04%
119,926
-1,100
398
$4.26M 0.04%
39,000
-1,000
399
$4.25M 0.04%
70,530
-2,400
400
$4.18M 0.04%
82,204
-488
14 15
16
17 18