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
526
$2.49M 0.03%
35,830
-5,000
527
$2.46M 0.03%
17,177
528
$2.43M 0.03%
44,020
-4,800
529
$2.43M 0.03%
88,974
-1,310
530
$2.42M 0.03%
27,180
531
$2.41M 0.03%
27,420
+200
532
$2.41M 0.03%
123,325
+150
533
$2.4M 0.03%
15,100
534
$2.4M 0.03%
308,300
535
$2.38M 0.03%
126,143
-88,115
536
$2.38M 0.03%
37,088
+230
537
$2.38M 0.03%
48,810
538
$2.37M 0.03%
24,125
+5,535
539
$2.37M 0.03%
39,661
+14,484
540
$2.37M 0.03%
55,626
-25,990
541
$2.37M 0.03%
53,960
542
$2.36M 0.03%
67,025
+7,700
543
$2.36M 0.03%
14,900
544
$2.34M 0.03%
11,600
545
$2.32M 0.03%
28,975
-12,500
546
$2.29M 0.03%
72,020
-5,800
547
$2.29M 0.03%
59,200
548
$2.25M 0.03%
47,818
+4,350
549
$2.25M 0.03%
21,100
-700
550
$2.25M 0.03%
182,500
20 21
22
23 24