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
$9.71B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,937
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$21.2M
3
+$18.7M
4
AMZN icon
Amazon
AMZN
+$11M
5
XOM icon
Exxon Mobil
XOM
+$9.96M

Top Sells

1
+$82.9M
2
+$29.1M
3
+$23.1M
4
MON
Monsanto Co
MON
+$22.1M
5
IBM icon
IBM
IBM
+$18.8M

Sector Composition

1 Technology 17.03%
2 Financials 15.56%
3 Healthcare 13.43%
4 Industrials 9.93%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1.85M 0.02%
61,270
+4,070
627
$1.84M 0.02%
620
+166
628
$1.84M 0.02%
24,100
629
$1.84M 0.02%
147,050
-50,600
630
$1.83M 0.02%
10,635
-978
631
$1.83M 0.02%
26,830
+2,500
632
$1.82M 0.02%
24,450
633
$1.81M 0.02%
31,942
-9,600
634
$1.79M 0.02%
41,910
+30
635
$1.79M 0.02%
48,940
636
$1.78M 0.02%
13,900
+500
637
$1.78M 0.02%
16,596
-3,600
638
$1.78M 0.02%
27,250
+12,250
639
$1.78M 0.02%
40,573
-10,219
640
$1.77M 0.02%
23,375
641
$1.77M 0.02%
86,510
-19,200
642
$1.76M 0.02%
30,860
+1,100
643
$1.75M 0.02%
18,520
+7,000
644
$1.74M 0.02%
43,170
+3,180
645
$1.74M 0.02%
80,350
+950
646
$1.74M 0.02%
116,208
-86,392
647
$1.74M 0.02%
59,860
648
$1.73M 0.02%
13,047
649
$1.73M 0.02%
23,430
+8,620
650
$1.72M 0.02%
32,740
24 25
26
27 28