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
551
$2.24M 0.03%
44,870
552
$2.24M 0.03%
70,630
553
$2.24M 0.03%
56,960
+5,000
554
$2.22M 0.02%
30,370
555
$2.21M 0.02%
35,740
+4,600
556
$2.2M 0.02%
59,749
+500
557
$2.19M 0.02%
44,200
-1,000
558
$2.19M 0.02%
100,424
+11,050
559
$2.19M 0.02%
12,178
+3,150
560
$2.16M 0.02%
71,400
561
$2.14M 0.02%
14,480
562
$2.14M 0.02%
74,307
+6,846
563
$2.13M 0.02%
+58,263
564
$2.13M 0.02%
18,200
+2,300
565
$2.13M 0.02%
77,760
566
$2.12M 0.02%
50,434
-2,436
567
$2.12M 0.02%
20,749
+500
568
$2.1M 0.02%
57,025
-5,154
569
$2.1M 0.02%
27,475
570
$2.09M 0.02%
43,500
571
$2.08M 0.02%
10,450
-1,497
572
$2.06M 0.02%
36,350
-5,200
573
$2.04M 0.02%
59,845
-3,600
574
$2.04M 0.02%
24,020
575
$2.04M 0.02%
49,730
-2,000
21 22
23
24 25