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
101
$19.7M 0.22%
185,328
-2,130
102
$19.7M 0.22%
234,694
+4,141
103
$19.3M 0.22%
135,595
-3
104
$18.8M 0.21%
711,262
-2,730
105
$18.7M 0.21%
91,293
-5,097
106
$18.7M 0.21%
231,414
-8,400
107
$18.6M 0.21%
296,854
-7,236
108
$18.6M 0.21%
136,279
-6,176
109
$18.6M 0.21%
51,072
+1,182
110
$18.5M 0.21%
157,277
-7,259
111
$18.5M 0.21%
926,842
-4,600
112
$18.5M 0.21%
254,441
-10
113
$18.3M 0.21%
298,570
-7,211
114
$18.2M 0.2%
190,189
-520
115
$18.2M 0.2%
289,052
+3,824
116
$17.9M 0.2%
278,765
+1,692
117
$17.9M 0.2%
126,027
+8,800
118
$17.9M 0.2%
39,940
+914
119
$17.6M 0.2%
72,352
+10,184
120
$17.5M 0.2%
132,170
-1,610
121
$17.4M 0.2%
91,055
+6,078
122
$17.4M 0.2%
189,103
-900
123
$17.3M 0.19%
395,486
-940
124
$17.1M 0.19%
202,262
+3,730
125
$17.1M 0.19%
135,791
+650
3 4
5
6 7