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
901
$619K 0.01%
13,000
902
$618K 0.01%
8,282
903
$611K 0.01%
14,500
904
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10,000
905
$602K 0.01%
21,500
906
$599K 0.01%
9,700
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907
$599K 0.01%
13,846
-8,752
908
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15,600
909
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23,000
+2,500
910
$595K 0.01%
27,800
911
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12,713
912
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12,898
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913
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4,200
914
$586K 0.01%
12,400
915
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32,900
-1,400
916
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27,400
-1,500
917
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25,940
918
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24,300
919
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21,463
920
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12,800
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12,300
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25,968
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923
$562K 0.01%
8,200
924
$559K 0.01%
20,200
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925
$558K 0.01%
7,800
-23,400
35 36
37
38 39