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
1201
$256K ﹤0.01%
7,000
1202
$254K ﹤0.01%
+1,600
1203
$253K ﹤0.01%
5,000
1204
$253K ﹤0.01%
6,210
1205
$249K ﹤0.01%
5,160
1206
$249K ﹤0.01%
4,200
1207
$245K ﹤0.01%
6,000
1208
$243K ﹤0.01%
10,000
1209
$239K ﹤0.01%
6,370
1210
$239K ﹤0.01%
14,461
+10,763
1211
$238K ﹤0.01%
12,000
+2,000
1212
$238K ﹤0.01%
2,610
1213
$237K ﹤0.01%
8,200
1214
$236K ﹤0.01%
10,740
1215
$235K ﹤0.01%
13,630
1216
$233K ﹤0.01%
6,100
1217
$232K ﹤0.01%
8,000
1218
$232K ﹤0.01%
6,410
1219
$231K ﹤0.01%
11,100
1220
$229K ﹤0.01%
6,500
1221
$228K ﹤0.01%
1,000
-500
1222
$226K ﹤0.01%
6,052
1223
$225K ﹤0.01%
5,843
+4,460
1224
$223K ﹤0.01%
7,700
-7,000
1225
$222K ﹤0.01%
5,000
47 48
49
50 51