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
76
$25.7M 0.29%
156,728
-4,146
77
$25.6M 0.29%
205,200
-8,865
78
$25.4M 0.29%
489,395
-6,399
79
$25.2M 0.28%
1,391,931
-6,390
80
$25.2M 0.28%
522,235
-35,257
81
$25.1M 0.28%
466,488
-1,528
82
$24.9M 0.28%
1,028,330
-13,580
83
$24.2M 0.27%
117,775
+68
84
$24.2M 0.27%
127,235
+9,472
85
$23.9M 0.27%
476,965
+11,982
86
$23.6M 0.27%
305,825
-730
87
$23.6M 0.27%
82,075
-250
88
$23.2M 0.26%
193,457
-7,595
89
$22.9M 0.26%
143,746
-10,625
90
$22.6M 0.25%
555,642
-19,159
91
$22.6M 0.25%
152,472
-1,445
92
$22.3M 0.25%
204,278
+3,100
93
$22M 0.25%
422,833
+6,209
94
$21.9M 0.25%
96,936
-450
95
$21.8M 0.24%
231,004
+2,380
96
$21.6M 0.24%
160,025
-11,464
97
$20.9M 0.24%
111,957
+8,640
98
$20.8M 0.23%
226,553
+7,600
99
$20.4M 0.23%
109,445
-2,900
100
$20.1M 0.23%
207,856
-1,541
2 3
4
5 6