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
426
$2.86M 0.04%
227,289
+57,810
427
$2.85M 0.04%
22,500
+200
428
$2.85M 0.04%
89,117
-100
429
$2.83M 0.04%
17,420
-160
430
$2.83M 0.04%
60,778
-19,330
431
$2.82M 0.04%
130,752
+43,948
432
$2.81M 0.04%
31,250
-4,600
433
$2.8M 0.04%
22,551
-2,900
434
$2.79M 0.04%
67,700
435
$2.79M 0.04%
51,080
436
$2.78M 0.04%
34,200
437
$2.77M 0.04%
36,120
+3,400
438
$2.77M 0.04%
116,889
+4,578
439
$2.77M 0.04%
39,700
-100
440
$2.75M 0.04%
57,872
441
$2.73M 0.04%
38,180
+115
442
$2.72M 0.04%
58,500
443
$2.69M 0.04%
27,800
-400
444
$2.69M 0.04%
82,700
-6,800
445
$2.68M 0.04%
77,630
-19,700
446
$2.67M 0.04%
127,333
-20,100
447
$2.67M 0.04%
48,500
-11,300
448
$2.66M 0.04%
20,270
-900
449
$2.66M 0.04%
15,850
+5,340
450
$2.65M 0.04%
13,990
-800
16 17
18
19 20