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
1301
$159K ﹤0.01%
3,700
1302
$158K ﹤0.01%
7,483
1303
$158K ﹤0.01%
1,200
1304
$158K ﹤0.01%
30,000
-64,800
1305
$158K ﹤0.01%
3,100
1306
$157K ﹤0.01%
10,000
1307
$155K ﹤0.01%
5,740
1308
$149K ﹤0.01%
+15,000
1309
$149K ﹤0.01%
5,000
1310
$147K ﹤0.01%
3,522
1311
$146K ﹤0.01%
8,760
1312
$145K ﹤0.01%
1,725
-1,600
1313
$144K ﹤0.01%
5,500
1314
$141K ﹤0.01%
9,050
1315
$141K ﹤0.01%
6,100
1316
$140K ﹤0.01%
3,086
1317
$140K ﹤0.01%
4,774
1318
$139K ﹤0.01%
5,000
1319
$138K ﹤0.01%
18,000
+14,800
1320
$138K ﹤0.01%
3,100
1321
$137K ﹤0.01%
5,950
1322
$137K ﹤0.01%
13,333
+1,134
1323
$134K ﹤0.01%
5,000
1324
$134K ﹤0.01%
1,670
+700
1325
$133K ﹤0.01%
1,250
-1,900
51 52
53
54 55