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
576
$1.74M 0.02%
41,655
-3,300
577
$1.74M 0.02%
87,080
-7,950
578
$1.74M 0.02%
11,600
579
$1.73M 0.02%
248,892
-160,423
580
$1.72M 0.02%
49,689
581
$1.71M 0.02%
25,970
+1,850
582
$1.71M 0.02%
28,900
+4,900
583
$1.71M 0.02%
76,229
-20,400
584
$1.7M 0.02%
30,000
585
$1.7M 0.02%
31,900
-41,300
586
$1.7M 0.02%
31,100
587
$1.7M 0.02%
34,300
588
$1.69M 0.02%
30,400
589
$1.69M 0.02%
124,400
590
$1.68M 0.02%
54,700
+46,800
591
$1.68M 0.02%
48,500
592
$1.68M 0.02%
18,031
-1,300
593
$1.68M 0.02%
+55,902
594
$1.67M 0.02%
31,820
-900
595
$1.67M 0.02%
104,200
596
$1.67M 0.02%
14,600
+11,100
597
$1.67M 0.02%
45,771
598
$1.66M 0.02%
111,900
+39,020
599
$1.66M 0.02%
39,000
+15,300
600
$1.65M 0.02%
46,840
+11,500
22 23
24
25 26