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
851
$889K 0.01%
18,460
852
$888K 0.01%
41,340
853
$886K 0.01%
16,420
854
$885K 0.01%
30,900
-5,400
855
$885K 0.01%
16,260
856
$883K 0.01%
36,600
857
$883K 0.01%
18,200
+10,800
858
$881K 0.01%
10,000
859
$878K 0.01%
11,420
-4,600
860
$876K 0.01%
13,000
861
$872K 0.01%
10,300
+9,800
862
$868K 0.01%
32,425
+16,550
863
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5,000
-5,500
864
$864K 0.01%
31,290
+24,000
865
$860K 0.01%
47,010
866
$860K 0.01%
45,800
-31,600
867
$858K 0.01%
39,755
+8,100
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$856K 0.01%
9,090
869
$852K 0.01%
17,475
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870
$849K 0.01%
39,512
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871
$849K 0.01%
54,867
-9,876
872
$849K 0.01%
10,150
873
$848K 0.01%
15,150
874
$847K 0.01%
10,600
-900
875
$847K 0.01%
18,370
33 34
35
36 37