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
476
$2.4M 0.03%
25,521
477
$2.38M 0.03%
28,100
+4,900
478
$2.38M 0.03%
79,750
479
$2.36M 0.03%
19,747
-300
480
$2.35M 0.03%
70,695
-21,648
481
$2.35M 0.03%
32,000
482
$2.33M 0.03%
30,320
+18,000
483
$2.32M 0.03%
71,000
+19,027
484
$2.31M 0.03%
48,100
485
$2.31M 0.03%
32,220
-1,000
486
$2.31M 0.03%
26,100
487
$2.31M 0.03%
69,950
488
$2.3M 0.03%
52,850
+17,550
489
$2.3M 0.03%
39,500
490
$2.3M 0.03%
154,016
-176,819
491
$2.29M 0.03%
29,300
492
$2.29M 0.03%
75,353
+57,353
493
$2.27M 0.03%
57,364
494
$2.27M 0.03%
40,300
+400
495
$2.27M 0.03%
41,820
-100
496
$2.26M 0.03%
67,760
-5,000
497
$2.25M 0.03%
80,300
-25,000
498
$2.24M 0.03%
63,996
-20,700
499
$2.24M 0.03%
25,730
-400
500
$2.24M 0.03%
34,660
18 19
20
21 22