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
$9.71B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,937
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$21.2M
3
+$18.7M
4
AMZN icon
Amazon
AMZN
+$11M
5
XOM icon
Exxon Mobil
XOM
+$9.96M

Top Sells

1
+$82.9M
2
+$29.1M
3
+$23.1M
4
MON
Monsanto Co
MON
+$22.1M
5
IBM icon
IBM
IBM
+$18.8M

Sector Composition

1 Technology 17.03%
2 Financials 15.56%
3 Healthcare 13.43%
4 Industrials 9.93%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1.06M 0.01%
36,980
-3,000
827
$1.06M 0.01%
16,760
828
$1.05M 0.01%
14,564
+7,985
829
$1.05M 0.01%
46,165
+25,300
830
$1.04M 0.01%
23,948
831
$1.04M 0.01%
22,700
832
$1.04M 0.01%
27,996
-865
833
$1.03M 0.01%
49,105
834
$1.03M 0.01%
15,130
835
$1.03M 0.01%
4,085
836
$1.03M 0.01%
21,320
837
$1.03M 0.01%
18,750
+2,333
838
$1.03M 0.01%
24,975
+11,725
839
$1.03M 0.01%
58,355
840
$1.02M 0.01%
40,800
841
$1.01M 0.01%
27,350
842
$1.01M 0.01%
11,387
-300
843
$1.01M 0.01%
12,100
844
$1.01M 0.01%
37,050
845
$1.01M 0.01%
46,650
+40,000
846
$1.01M 0.01%
19,100
+3,200
847
$998K 0.01%
55,665
-263
848
$993K 0.01%
18,270
849
$984K 0.01%
41,875
-1,200
850
$979K 0.01%
61,600
32 33
34
35 36