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
601
$1.65M 0.02%
8,831
+4,925
602
$1.64M 0.02%
46,800
603
$1.64M 0.02%
38,620
+900
604
$1.62M 0.02%
32,700
605
$1.62M 0.02%
56,540
606
$1.62M 0.02%
81,704
-64,633
607
$1.61M 0.02%
22,200
608
$1.61M 0.02%
58,636
-26,065
609
$1.6M 0.02%
33,656
-1,010
610
$1.59M 0.02%
74,040
-100
611
$1.59M 0.02%
48,930
-18,400
612
$1.58M 0.02%
14,900
613
$1.57M 0.02%
71,753
-6,292
614
$1.57M 0.02%
35,103
-4,100
615
$1.55M 0.02%
23,600
616
$1.54M 0.02%
109,300
-6,400
617
$1.53M 0.02%
65,700
+40,000
618
$1.51M 0.02%
42,200
-20,000
619
$1.51M 0.02%
31,600
620
$1.51M 0.02%
24,800
+7,000
621
$1.5M 0.02%
87,750
622
$1.49M 0.02%
23,500
623
$1.49M 0.02%
80,420
-2,900
624
$1.48M 0.02%
+39,076
625
$1.48M 0.02%
45,122
23 24
25
26 27