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
551
$1.93M 0.03%
16,127
+14,000
552
$1.92M 0.03%
57,328
-500
553
$1.92M 0.03%
39,930
+1,000
554
$1.92M 0.03%
38,500
555
$1.92M 0.03%
30,410
556
$1.91M 0.03%
39,992
+12,000
557
$1.9M 0.03%
33,891
-21,400
558
$1.89M 0.03%
106,960
-110,520
559
$1.88M 0.03%
44,200
-8,200
560
$1.86M 0.03%
31,400
561
$1.85M 0.03%
88,160
+22,100
562
$1.85M 0.03%
61,000
563
$1.85M 0.03%
1,396
-4
564
$1.85M 0.03%
47,820
-200
565
$1.84M 0.03%
23,520
-100
566
$1.82M 0.03%
30,522
567
$1.81M 0.03%
23,948
-1,700
568
$1.8M 0.03%
92,430
-4,600
569
$1.8M 0.03%
113,055
570
$1.79M 0.03%
8,828
-1,100
571
$1.78M 0.03%
39,492
-1,000
572
$1.78M 0.03%
3,719
-74
573
$1.77M 0.03%
41,324
-400
574
$1.77M 0.03%
93,700
+3,500
575
$1.76M 0.03%
36,750
-2,632
21 22
23
24 25