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
501
$2.23M 0.03%
42,408
-9,240
502
$2.22M 0.03%
44,568
-200
503
$2.22M 0.03%
52,320
-1,400
504
$2.22M 0.03%
40,100
+1,900
505
$2.21M 0.03%
+21,900
506
$2.21M 0.03%
94,793
+2,700
507
$2.19M 0.03%
121,860
-300
508
$2.19M 0.03%
126,941
+16,043
509
$2.18M 0.03%
31,464
+1,700
510
$2.17M 0.03%
45,058
-1,100
511
$2.16M 0.03%
109,800
512
$2.15M 0.03%
42,855
+9,600
513
$2.15M 0.03%
224,098
-29,700
514
$2.13M 0.03%
45,198
-2,300
515
$2.13M 0.03%
15,400
+4,900
516
$2.12M 0.03%
22,400
517
$2.12M 0.03%
49,100
+8,500
518
$2.12M 0.03%
17,191
+200
519
$2.11M 0.03%
49,410
+10,900
520
$2.1M 0.03%
118,134
+20,500
521
$2.1M 0.03%
147,989
+5,500
522
$2.1M 0.03%
78,977
+4,500
523
$2.09M 0.03%
26,710
-100
524
$2.09M 0.03%
73,900
525
$2.08M 0.03%
30,600
19 20
21
22 23