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
676
$1.25M 0.02%
22,450
+15,650
677
$1.25M 0.02%
20,200
678
$1.24M 0.02%
30,789
679
$1.24M 0.02%
67,260
680
$1.24M 0.02%
39,100
681
$1.22M 0.02%
45,300
682
$1.22M 0.02%
57,922
+10,510
683
$1.22M 0.02%
41,380
-2,700
684
$1.22M 0.02%
20,100
-1,100
685
$1.21M 0.02%
13,491
686
$1.21M 0.02%
10,700
687
$1.2M 0.02%
73,734
688
$1.2M 0.02%
58,125
689
$1.2M 0.02%
41,835
+5,000
690
$1.2M 0.02%
43,241
+4,400
691
$1.2M 0.02%
44,067
-11,100
692
$1.2M 0.02%
84,700
693
$1.19M 0.02%
26,200
694
$1.18M 0.02%
17,111
-300
695
$1.18M 0.02%
25,400
+15,000
696
$1.18M 0.02%
20,910
-2,500
697
$1.17M 0.02%
9,800
698
$1.16M 0.02%
40,580
+13,700
699
$1.16M 0.02%
49,600
-1,700
700
$1.15M 0.02%
16,920
-100
26 27
28
29 30