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
676
$1.56M 0.02%
50,800
+19,700
677
$1.55M 0.02%
132,750
678
$1.55M 0.02%
27,920
679
$1.55M 0.02%
28,798
-327
680
$1.55M 0.02%
70,330
+36,000
681
$1.54M 0.02%
6,770
-90
682
$1.54M 0.02%
19,000
683
$1.54M 0.02%
35,300
684
$1.53M 0.02%
24,687
+2,647
685
$1.53M 0.02%
98,200
+5,000
686
$1.53M 0.02%
35,410
687
$1.52M 0.02%
7,700
+3,500
688
$1.52M 0.02%
89,471
-18,550
689
$1.52M 0.02%
23,970
690
$1.51M 0.02%
124,496
-20,000
691
$1.5M 0.02%
115,333
-7,620
692
$1.5M 0.02%
23,808
+160
693
$1.49M 0.02%
60,338
694
$1.49M 0.02%
273,300
695
$1.48M 0.02%
12,800
-4,148
696
$1.48M 0.02%
41,236
-18,700
697
$1.47M 0.02%
29,195
698
$1.47M 0.02%
44,290
-23,633
699
$1.46M 0.02%
13,600
+3,000
700
$1.45M 0.01%
37,300
+16,593
26 27
28
29 30