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
701
$1.15M 0.02%
23,100
702
$1.15M 0.02%
26,600
-900
703
$1.14M 0.02%
+9,900
704
$1.14M 0.02%
48,600
705
$1.14M 0.02%
14,700
706
$1.13M 0.02%
77,000
+35,000
707
$1.13M 0.02%
78,000
-26,700
708
$1.13M 0.02%
16,170
+2,500
709
$1.13M 0.02%
12,618
+1,500
710
$1.12M 0.02%
74,550
+25,800
711
$1.12M 0.02%
36,700
712
$1.12M 0.02%
49,200
713
$1.12M 0.02%
54,330
714
$1.11M 0.02%
49,089
+9,000
715
$1.11M 0.02%
80,768
-1
716
$1.1M 0.02%
28,600
717
$1.1M 0.02%
19,927
718
$1.09M 0.02%
29,600
719
$1.09M 0.02%
84,100
-20,800
720
$1.09M 0.02%
56,000
+4,100
721
$1.09M 0.02%
42,400
722
$1.08M 0.02%
32,300
723
$1.06M 0.02%
17,500
-5,500
724
$1.05M 0.02%
30,800
+8,600
725
$1.05M 0.02%
40,000
27 28
29
30 31