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
1051
$458K 0.01%
9,220
-11,500
1052
$455K 0.01%
7,400
-6,000
1053
$455K 0.01%
17,930
1054
$455K 0.01%
+66,900
1055
$454K 0.01%
+28,000
1056
$453K 0.01%
2,900
1057
$453K 0.01%
8,712
1058
$453K 0.01%
5,410
1059
$452K 0.01%
28,855
-1,280
1060
$447K 0.01%
6,060
+300
1061
$444K 0.01%
9,160
1062
$443K 0.01%
31,350
1063
$440K 0.01%
7,860
1064
$439K ﹤0.01%
29,205
-10,011
1065
$437K ﹤0.01%
15,600
-600
1066
$437K ﹤0.01%
14,780
1067
$434K ﹤0.01%
11,390
1068
$433K ﹤0.01%
7,070
-5,400
1069
$430K ﹤0.01%
16,163
-799
1070
$430K ﹤0.01%
11,970
1071
$430K ﹤0.01%
+40,000
1072
$429K ﹤0.01%
9,390
-3,400
1073
$429K ﹤0.01%
8,200
1074
$428K ﹤0.01%
32,830
+31,500
1075
$428K ﹤0.01%
13,320
-6,100
41 42
43
44 45