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
76
$20.5M 0.29%
105,531
-2,400
77
$20.5M 0.29%
155,071
-9,800
78
$20M 0.29%
323,178
-6,200
79
$19.9M 0.28%
209,021
-700
80
$19.7M 0.28%
138,633
-700
81
$19.4M 0.28%
299,530
-3,250
82
$19.3M 0.28%
107,234
-2,100
83
$19.3M 0.28%
102,302
-3,100
84
$19.1M 0.27%
286,148
+4,700
85
$19M 0.27%
130,000
+11,500
86
$18.8M 0.27%
281,972
-1,800
87
$18.6M 0.27%
85,616
-1,200
88
$18.6M 0.27%
226,783
-22,338
89
$18.4M 0.26%
186,972
+650
90
$18.1M 0.26%
91,957
-1,750
91
$18M 0.26%
128,759
92
$17.2M 0.25%
668,452
-34,600
93
$17M 0.24%
272,618
+15,869
94
$17M 0.24%
479,786
+8,600
95
$16.8M 0.24%
122,422
-5,100
96
$16.6M 0.24%
1,178,683
-14,700
97
$16.5M 0.24%
146,586
-7,650
98
$16.5M 0.24%
175,472
-800
99
$16.5M 0.24%
518,129
+8,998
100
$16.4M 0.23%
193,523
-300
2 3
4
5 6