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
401
$3.8M 0.04%
59,080
402
$3.75M 0.04%
114,372
+1,598
403
$3.75M 0.04%
34,320
+700
404
$3.75M 0.04%
36,440
-4,000
405
$3.74M 0.04%
189,338
-14,175
406
$3.74M 0.04%
73,209
+2,763
407
$3.74M 0.04%
39,735
408
$3.73M 0.04%
25,061
+600
409
$3.66M 0.04%
79,955
-600
410
$3.62M 0.04%
42,750
+12,800
411
$3.61M 0.04%
39,520
-2,100
412
$3.59M 0.04%
40,280
-2,910
413
$3.59M 0.04%
165,523
414
$3.58M 0.04%
45,406
+1,050
415
$3.57M 0.04%
189,727
-26,400
416
$3.56M 0.04%
89,067
417
$3.54M 0.04%
253,520
-12,200
418
$3.52M 0.04%
96,000
419
$3.52M 0.04%
27,890
-1,400
420
$3.51M 0.04%
118,200
+53,400
421
$3.49M 0.04%
74,330
-5,700
422
$3.49M 0.04%
69,090
423
$3.48M 0.04%
26,455
424
$3.48M 0.04%
176,780
-6,150
425
$3.46M 0.04%
104,935
15 16
17
18 19