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
1401
$80K ﹤0.01%
2,000
1402
$80K ﹤0.01%
2,990
1403
$80K ﹤0.01%
1,500
-700
1404
$79K ﹤0.01%
1,990
-18,700
1405
$78K ﹤0.01%
3,570
-17,400
1406
$78K ﹤0.01%
2,090
-3,350
1407
$78K ﹤0.01%
2,000
+1,000
1408
$78K ﹤0.01%
3,500
1409
$76K ﹤0.01%
1,320
1410
$75K ﹤0.01%
6,500
+5,700
1411
$74K ﹤0.01%
2,030
1412
$73K ﹤0.01%
1,900
1413
$73K ﹤0.01%
1,310
+500
1414
$72K ﹤0.01%
1,910
1415
$72K ﹤0.01%
5,150
1416
$71K ﹤0.01%
5,940
1417
$71K ﹤0.01%
4,000
1418
$69K ﹤0.01%
1,500
1419
$68K ﹤0.01%
6,000
1420
$68K ﹤0.01%
1,810
1421
$68K ﹤0.01%
5,430
+4,000
1422
$68K ﹤0.01%
870
+200
1423
$67K ﹤0.01%
3,207
1424
$67K ﹤0.01%
210
1425
$67K ﹤0.01%
4,050
-9,650
55 56
57
58 59