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
626
$1.47M 0.02%
51,914
-14,145
627
$1.47M 0.02%
24,310
+100
628
$1.47M 0.02%
24,430
629
$1.46M 0.02%
22,000
-3,300
630
$1.43M 0.02%
4,736
+122
631
$1.43M 0.02%
39,800
+22,700
632
$1.43M 0.02%
35,040
+23,000
633
$1.42M 0.02%
16,682
-200
634
$1.42M 0.02%
25,400
+10,000
635
$1.42M 0.02%
51,997
-5,000
636
$1.42M 0.02%
34,700
-26,900
637
$1.41M 0.02%
1,600
638
$1.41M 0.02%
12,900
639
$1.41M 0.02%
57,106
640
$1.41M 0.02%
20,780
641
$1.4M 0.02%
51,600
-19,700
642
$1.38M 0.02%
42,378
-1,100
643
$1.38M 0.02%
18,140
-500
644
$1.38M 0.02%
1,900
645
$1.38M 0.02%
13,100
+5,000
646
$1.37M 0.02%
48,350
-1,933
647
$1.37M 0.02%
32,600
648
$1.37M 0.02%
73,419
+30,000
649
$1.37M 0.02%
24,320
650
$1.37M 0.02%
15,400
24 25
26
27 28