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
1201
$268K ﹤0.01%
5,350
1202
$268K ﹤0.01%
2,200
+2,100
1203
$268K ﹤0.01%
15,800
-22,800
1204
$266K ﹤0.01%
6,930
+160
1205
$265K ﹤0.01%
10,758
1206
$263K ﹤0.01%
7,000
1207
$260K ﹤0.01%
9,695
1208
$255K ﹤0.01%
8,400
1209
$254K ﹤0.01%
4,430
-325
1210
$254K ﹤0.01%
11,000
-2,000
1211
$253K ﹤0.01%
6,500
1212
$251K ﹤0.01%
7,483
1213
$251K ﹤0.01%
31,900
1214
$250K ﹤0.01%
8,700
1215
$249K ﹤0.01%
5,160
1216
$249K ﹤0.01%
8,570
1217
$247K ﹤0.01%
15,000
1218
$246K ﹤0.01%
13,200
-2,400
1219
$245K ﹤0.01%
6,310
1220
$245K ﹤0.01%
8,200
1221
$245K ﹤0.01%
12,100
1222
$244K ﹤0.01%
10,337
+9,818
1223
$242K ﹤0.01%
3,300
1224
$240K ﹤0.01%
8,920
1225
$239K ﹤0.01%
8,950
47 48
49
50 51