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
126
$16.9M 0.19%
418,262
-62,400
127
$16.7M 0.19%
136,643
+2,250
128
$16.7M 0.19%
178,448
+5,051
129
$16.4M 0.19%
316,489
-35,590
130
$16M 0.18%
251,276
+27,902
131
$16M 0.18%
434,390
-2,212
132
$16M 0.18%
112,371
-9,834
133
$15.9M 0.18%
98,589
+157
134
$15.8M 0.18%
78,995
135
$15.7M 0.18%
244,122
-920
136
$15.6M 0.18%
200,569
-5,532
137
$15.4M 0.17%
202,293
-15,141
138
$15.1M 0.17%
322,304
-550
139
$15.1M 0.17%
393,286
-1,586
140
$15.1M 0.17%
325,783
-1,557
141
$15M 0.17%
107,032
-2,400
142
$14.8M 0.17%
96,151
+3,239
143
$14.7M 0.17%
108,600
-1,700
144
$14.7M 0.17%
114,101
-1,420
145
$14.6M 0.16%
224,034
+3,160
146
$14.6M 0.16%
226,348
+500
147
$14.4M 0.16%
380,760
-2,950
148
$14.2M 0.16%
224,333
-15,723
149
$13.9M 0.16%
247,428
-12,617
150
$13.7M 0.15%
81,700
+1,136
4 5
6
7 8