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
876
$846K 0.01%
63,490
+12,600
877
$844K 0.01%
28,910
-3,900
878
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3,000
879
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880
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7,050
881
$833K 0.01%
4,110
882
$830K 0.01%
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883
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29,390
884
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885
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886
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7,000
887
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37,100
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888
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91,700
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889
$819K 0.01%
51,200
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890
$818K 0.01%
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891
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892
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53,100
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895
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896
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41,150
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897
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3,850
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898
$794K 0.01%
21,190
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899
$786K 0.01%
18,849
900
$777K 0.01%
10,422
+230
34 35
36
37 38