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
801
$828K 0.01%
19,500
-600
802
$826K 0.01%
20,400
-600
803
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8,900
804
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17,400
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805
$819K 0.01%
45,522
+25,500
806
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50,250
-245
807
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+3,600
808
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17,450
-300
809
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810
$804K 0.01%
26,000
811
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19,539
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812
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24,670
-4,800
813
$800K 0.01%
24,600
814
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49,383
-76,500
815
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816
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17,100
817
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44,251
818
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29,000
819
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15,300
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37,700
821
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8,300
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22,400
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$779K 0.01%
46,600
-1,200
824
$773K 0.01%
25,700
825
$770K 0.01%
41,873
-16,527
31 32
33
34 35