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
$9.71B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,937
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$21.2M
3
+$18.7M
4
AMZN icon
Amazon
AMZN
+$11M
5
XOM icon
Exxon Mobil
XOM
+$9.96M

Top Sells

1
+$82.9M
2
+$29.1M
3
+$23.1M
4
MON
Monsanto Co
MON
+$22.1M
5
IBM icon
IBM
IBM
+$18.8M

Sector Composition

1 Technology 17.03%
2 Financials 15.56%
3 Healthcare 13.43%
4 Industrials 9.93%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$591K 0.01%
11,000
1002
$591K 0.01%
32,900
1003
$591K 0.01%
37,300
-6,500
1004
$588K 0.01%
12,100
-7,500
1005
$588K 0.01%
10,500
1006
$587K 0.01%
20,380
1007
$585K 0.01%
11,000
-1,200
1008
$585K 0.01%
11,500
-6,900
1009
$583K 0.01%
25,990
-230
1010
$580K 0.01%
4,615
1011
$580K 0.01%
21,215
-10,000
1012
$579K 0.01%
8,800
+7,200
1013
$579K 0.01%
16,700
1014
$576K 0.01%
24,700
-5,000
1015
$576K 0.01%
17,930
1016
$573K 0.01%
26,645
1017
$571K 0.01%
21,500
1018
$566K 0.01%
9,160
1019
$566K 0.01%
8,700
1020
$565K 0.01%
42,010
+3,100
1021
$564K 0.01%
7,710
1022
$562K 0.01%
12,250
-202
1023
$562K 0.01%
+44,000
1024
$559K 0.01%
18,225
-5,400
1025
$557K 0.01%
+15,514
39 40
41
42 43