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
751
$971K 0.01%
16,550
752
$971K 0.01%
+30,000
753
$965K 0.01%
64,304
754
$961K 0.01%
22,700
755
$951K 0.01%
48,000
756
$951K 0.01%
25,740
+10,000
757
$946K 0.01%
30,400
+5,500
758
$945K 0.01%
41,000
-59,350
759
$941K 0.01%
21,500
760
$939K 0.01%
19,700
761
$933K 0.01%
43,437
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762
$917K 0.01%
29,530
763
$916K 0.01%
22,900
764
$911K 0.01%
43,790
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765
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9,700
-100
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767
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23,300
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10,700
769
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52,666
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770
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78,260
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9,300
773
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10,500
774
$888K 0.01%
46,700
-1,800
775
$886K 0.01%
13,146
-400
29 30
31
32 33