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
$9.71B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,937
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$21.2M
3
+$18.7M
4
AMZN icon
Amazon
AMZN
+$11M
5
XOM icon
Exxon Mobil
XOM
+$9.96M

Top Sells

1
+$82.9M
2
+$29.1M
3
+$23.1M
4
MON
Monsanto Co
MON
+$22.1M
5
IBM icon
IBM
IBM
+$18.8M

Sector Composition

1 Technology 17.03%
2 Financials 15.56%
3 Healthcare 13.43%
4 Industrials 9.93%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2.79M 0.03%
37,030
502
$2.77M 0.03%
51,375
+400
503
$2.77M 0.03%
36,295
504
$2.74M 0.03%
120,343
-10,153
505
$2.74M 0.03%
75,713
-936
506
$2.74M 0.03%
54,000
+3,000
507
$2.73M 0.03%
8,500
-3,075
508
$2.72M 0.03%
28,600
509
$2.72M 0.03%
23,220
-400
510
$2.71M 0.03%
79,260
+6,216
511
$2.71M 0.03%
29,200
512
$2.7M 0.03%
115,288
+8,985
513
$2.7M 0.03%
40,031
-2,345
514
$2.69M 0.03%
97,000
515
$2.69M 0.03%
132,072
-24,907
516
$2.68M 0.03%
29,798
517
$2.67M 0.03%
17,650
+3,000
518
$2.67M 0.03%
39,208
-3,980
519
$2.66M 0.03%
51,550
+40,250
520
$2.65M 0.03%
25,908
-2,697
521
$2.65M 0.03%
28,200
-500
522
$2.64M 0.03%
305,500
523
$2.63M 0.03%
48,010
+1,700
524
$2.63M 0.03%
4,569
-100
525
$2.62M 0.03%
128,911
-400
19 20
21
22 23