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
826
$992K 0.01%
26,270
827
$992K 0.01%
+8,800
828
$982K 0.01%
40,200
-9,000
829
$980K 0.01%
35,670
830
$980K 0.01%
100,100
+32,600
831
$959K 0.01%
15,340
832
$957K 0.01%
7,686
833
$952K 0.01%
24,900
834
$952K 0.01%
21,324
835
$952K 0.01%
24,120
-7,300
836
$948K 0.01%
8,610
+700
837
$938K 0.01%
15,840
+5,200
838
$936K 0.01%
28,700
+6,950
839
$936K 0.01%
6,660
+100
840
$936K 0.01%
6,400
+6,200
841
$935K 0.01%
36,640
842
$933K 0.01%
18,300
843
$932K 0.01%
21,050
844
$914K 0.01%
11,300
-300
845
$912K 0.01%
23,890
-8,600
846
$908K 0.01%
5,943
847
$904K 0.01%
4,900
+300
848
$900K 0.01%
12,470
+20
849
$897K 0.01%
8,300
850
$894K 0.01%
9,400
+6,400
32 33
34
35 36