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
676
$1.51M 0.02%
20,114
+1,633
677
$1.5M 0.02%
45,289
-15,196
678
$1.5M 0.02%
15,200
679
$1.5M 0.02%
19,360
-4,500
680
$1.5M 0.02%
9,260
+2,150
681
$1.49M 0.02%
36,870
682
$1.49M 0.02%
+76,657
683
$1.48M 0.02%
59,735
-6,685
684
$1.48M 0.02%
108,040
685
$1.47M 0.02%
30,533
686
$1.47M 0.02%
30,210
687
$1.47M 0.02%
50,493
688
$1.46M 0.02%
35,300
+700
689
$1.46M 0.02%
31,540
690
$1.46M 0.02%
26,100
-2,000
691
$1.45M 0.02%
96,298
-10,000
692
$1.44M 0.02%
66,600
+47,200
693
$1.44M 0.02%
84,700
694
$1.44M 0.02%
75,042
695
$1.44M 0.02%
3,558
-1,384
696
$1.43M 0.02%
39,141
697
$1.43M 0.02%
23,500
698
$1.43M 0.02%
38,500
-5,800
699
$1.43M 0.02%
30,030
700
$1.43M 0.02%
38,180
26 27
28
29 30