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
501
$2.68M 0.03%
104,600
-1,250
502
$2.67M 0.03%
47,260
+1,700
503
$2.67M 0.03%
56,702
-1,230
504
$2.67M 0.03%
10,450
+1,600
505
$2.67M 0.03%
44,164
-7,000
506
$2.66M 0.03%
36,105
507
$2.65M 0.03%
13,662
+6,425
508
$2.63M 0.03%
266,289
+23,669
509
$2.62M 0.03%
78,500
-13,000
510
$2.6M 0.03%
35,215
+6,105
511
$2.6M 0.03%
56,540
512
$2.59M 0.03%
91,337
-23,220
513
$2.58M 0.03%
47,150
514
$2.56M 0.03%
49,200
515
$2.56M 0.03%
39,740
516
$2.56M 0.03%
79,220
517
$2.56M 0.03%
53,760
518
$2.54M 0.03%
21,703
+4,126
519
$2.54M 0.03%
14,800
520
$2.53M 0.03%
75,161
-35,755
521
$2.52M 0.03%
36,370
522
$2.52M 0.03%
152,437
-8,324
523
$2.52M 0.03%
94,779
-13,290
524
$2.51M 0.03%
29,200
-3,000
525
$2.5M 0.03%
32,250
19 20
21
22 23