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
851
$714K 0.01%
40,500
852
$708K 0.01%
37,500
+8,000
853
$708K 0.01%
136,000
854
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8,800
855
$706K 0.01%
6,600
856
$702K 0.01%
42,600
857
$698K 0.01%
19,400
858
$698K 0.01%
19,050
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859
$697K 0.01%
17,800
-400
860
$694K 0.01%
11,400
861
$694K 0.01%
29,300
862
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33,300
863
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18,900
864
$688K 0.01%
16,520
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865
$684K 0.01%
16,300
866
$675K 0.01%
10,400
867
$674K 0.01%
37,720
+4,000
868
$674K 0.01%
78,300
-5,500
869
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17,240
-8,500
870
$671K 0.01%
11,299
871
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27,200
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872
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31,085
-15,890
873
$667K 0.01%
18,600
874
$665K 0.01%
33,800
875
$661K 0.01%
3,856
-3,000
33 34
35
36 37