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
751
$1.25M 0.01%
5,520
-280
752
$1.25M 0.01%
56,846
+45,776
753
$1.24M 0.01%
133,250
754
$1.24M 0.01%
8,600
+500
755
$1.24M 0.01%
20,000
756
$1.23M 0.01%
76,400
757
$1.23M 0.01%
8,830
758
$1.22M 0.01%
32,316
-838
759
$1.22M 0.01%
59,711
+8,919
760
$1.22M 0.01%
8,070
761
$1.22M 0.01%
58,303
+153
762
$1.22M 0.01%
1,064
763
$1.22M 0.01%
14,990
764
$1.21M 0.01%
21,900
-2,020
765
$1.21M 0.01%
18,330
766
$1.21M 0.01%
39,704
+300
767
$1.2M 0.01%
67,781
+908
768
$1.19M 0.01%
14,780
769
$1.19M 0.01%
104,400
770
$1.19M 0.01%
20,020
-7,750
771
$1.18M 0.01%
13,675
-36
772
$1.17M 0.01%
32,500
+500
773
$1.17M 0.01%
26,400
774
$1.16M 0.01%
20,520
775
$1.16M 0.01%
25,210
-1,150
29 30
31
32 33