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
951
$667K 0.01%
44,910
+6,800
952
$663K 0.01%
2,930
-3,598
953
$663K 0.01%
5,300
954
$662K 0.01%
17,353
955
$655K 0.01%
+10,800
956
$646K 0.01%
16,620
957
$644K 0.01%
44,600
+4,000
958
$642K 0.01%
10,982
+3,000
959
$642K 0.01%
38,400
+17,400
960
$641K 0.01%
70,000
+31,800
961
$640K 0.01%
13,000
-1,000
962
$639K 0.01%
19,200
+5,000
963
$637K 0.01%
9,500
964
$633K 0.01%
10,600
-1,000
965
$633K 0.01%
14,000
+700
966
$633K 0.01%
9,960
967
$631K 0.01%
26,120
968
$628K 0.01%
68,380
+66,000
969
$626K 0.01%
18,600
970
$625K 0.01%
8,999
971
$620K 0.01%
21,220
+20,700
972
$620K 0.01%
6,400
-500
973
$617K 0.01%
4,197
+3,480
974
$615K 0.01%
23,420
975
$614K 0.01%
27,640
37 38
39
40 41