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
51
$27.8M 0.4%
506,811
-3,800
52
$27.6M 0.39%
456,313
+3,178
53
$27.2M 0.39%
86,995
+610
54
$27.2M 0.39%
357,233
-1,100
55
$27.1M 0.39%
322,199
-11,700
56
$26.7M 0.38%
572,058
+3,692
57
$26.2M 0.37%
584,825
+24,900
58
$25.9M 0.37%
372,513
-8,500
59
$25.6M 0.37%
231,268
-40
60
$25.6M 0.37%
326,847
+1,920
61
$25.4M 0.36%
212,381
-1,216
62
$25.3M 0.36%
297,685
-2,650
63
$25M 0.36%
416,791
-8,200
64
$24.3M 0.35%
79,268
-2,500
65
$23.9M 0.34%
18,734
-50
66
$23.7M 0.34%
245,908
+1,400
67
$23.5M 0.34%
523,357
+1,969
68
$23.3M 0.33%
144,469
-5,800
69
$23.2M 0.33%
720,180
70
$22.6M 0.32%
452,166
-63,000
71
$22.5M 0.32%
322,783
-3,650
72
$22.3M 0.32%
255,550
-3,300
73
$21.5M 0.31%
793,042
-17,910
74
$21.5M 0.31%
206,686
-7,633
75
$20.7M 0.3%
306,354
+17,831
1 2
3
4 5