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
$7B
AUM Growth
+$455M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,316
New
Increased
Reduced
Closed

Top Buys

1
+$167M
2
+$73.5M
3
+$11M
4
MSFT icon
Microsoft
MSFT
+$4.39M
5
ALXN
Alexion Pharmaceuticals
ALXN
+$3.78M

Top Sells

1
+$69.4M
2
+$8.94M
3
+$6.93M
4
XOM icon
Exxon Mobil
XOM
+$6.27M
5
ALTR
Altera Corp
ALTR
+$6.03M

Sector Composition

1 Financials 14.61%
2 Healthcare 14.18%
3 Technology 13.45%
4 Industrials 10.43%
5 Consumer Discretionary 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12.9M 0.18%
194,524
-2,100
127
$12.9M 0.18%
182,202
+100
128
$12.9M 0.18%
761,205
+72,000
129
$12.8M 0.18%
199,720
-21,500
130
$12.8M 0.18%
277,528
-8,956
131
$12.7M 0.18%
37,160
-100
132
$12.4M 0.18%
108,781
-800
133
$12.4M 0.18%
296,414
-53,400
134
$12.4M 0.18%
119,101
-3,400
135
$12.3M 0.18%
324,942
+6,425
136
$12M 0.17%
123,979
+200
137
$12M 0.17%
216,413
-1,100
138
$12M 0.17%
79,771
-2,198
139
$11.9M 0.17%
83,209
-7,400
140
$11.6M 0.17%
147,748
+900
141
$11.6M 0.17%
127,800
+32,150
142
$11.5M 0.16%
136,319
+19,240
143
$11.4M 0.16%
127,971
+500
144
$11.4M 0.16%
1,313,661
+80,640
145
$11.4M 0.16%
432,224
+127,400
146
$11M 0.16%
+1,241,265
147
$11M 0.16%
113,520
-3,800
148
$10.9M 0.16%
215,680
+2,000
149
$10.9M 0.16%
92,892
-6,800
150
$10.8M 0.15%
207,628
-11,130
4 5
6
7 8