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
926
$723K 0.01%
16,570
927
$718K 0.01%
109
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928
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17,270
929
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+60,400
930
$711K 0.01%
9,160
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931
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13,270
932
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933
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936
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39,760
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937
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938
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939
$693K 0.01%
34,880
940
$687K 0.01%
12,720
941
$687K 0.01%
18,375
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942
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946
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20,922
948
$674K 0.01%
8,270
-400
949
$674K 0.01%
46,700
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950
$667K 0.01%
17,600
36 37
38
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