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
626
$1.74M 0.02%
60,280
627
$1.73M 0.02%
29,949
628
$1.73M 0.02%
35,580
+2,200
629
$1.72M 0.02%
23,758
-100
630
$1.72M 0.02%
11,543
-3,831
631
$1.72M 0.02%
31,400
632
$1.71M 0.02%
66,800
633
$1.71M 0.02%
33,264
-9,660
634
$1.71M 0.02%
90,940
635
$1.7M 0.02%
30,992
+3,820
636
$1.7M 0.02%
48,250
-11,125
637
$1.69M 0.02%
24,450
-200
638
$1.68M 0.02%
41,980
639
$1.68M 0.02%
127,261
+19,586
640
$1.67M 0.02%
24,330
-3,000
641
$1.66M 0.02%
30,540
-5,000
642
$1.65M 0.02%
14,260
643
$1.65M 0.02%
32,740
644
$1.65M 0.02%
70,400
645
$1.65M 0.02%
50,539
+6,500
646
$1.64M 0.02%
109,300
+2,050
647
$1.64M 0.02%
28,860
+200
648
$1.63M 0.02%
83,500
+1,200
649
$1.63M 0.02%
110,500
+7,000
650
$1.63M 0.02%
1,900
24 25
26
27 28