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
1126
$341K ﹤0.01%
15,380
1127
$334K ﹤0.01%
3,500
1128
$334K ﹤0.01%
17,020
1129
$333K ﹤0.01%
15,640
1130
$333K ﹤0.01%
12,100
+6,972
1131
$332K ﹤0.01%
4,000
1132
$331K ﹤0.01%
18,300
1133
$329K ﹤0.01%
10,000
1134
$329K ﹤0.01%
12,800
1135
$326K ﹤0.01%
10,070
1136
$326K ﹤0.01%
23,943
1137
$325K ﹤0.01%
7,000
1138
$325K ﹤0.01%
+25,000
1139
$324K ﹤0.01%
60,600
+6,370
1140
$323K ﹤0.01%
23,200
1141
$322K ﹤0.01%
52,759
-59,400
1142
$318K ﹤0.01%
7,700
-2,000
1143
$314K ﹤0.01%
21,250
+3,800
1144
$314K ﹤0.01%
15,505
-12,800
1145
$314K ﹤0.01%
8,480
1146
$312K ﹤0.01%
2,790
1147
$312K ﹤0.01%
5,600
1148
$311K ﹤0.01%
17,300
1149
$307K ﹤0.01%
3,700
1150
$304K ﹤0.01%
10,000
-6,300
44 45
46
47 48