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
1526
$20K ﹤0.01%
370
1527
$20K ﹤0.01%
780
1528
$20K ﹤0.01%
240
1529
$20K ﹤0.01%
370
1530
$20K ﹤0.01%
1,140
1531
$20K ﹤0.01%
57
1532
$20K ﹤0.01%
980
1533
$20K ﹤0.01%
270
1534
$20K ﹤0.01%
480
1535
$20K ﹤0.01%
177
1536
$20K ﹤0.01%
620
1537
$20K ﹤0.01%
850
1538
$19K ﹤0.01%
677
+1
1539
$19K ﹤0.01%
1,000
1540
$19K ﹤0.01%
1,600
1541
$19K ﹤0.01%
840
1542
$19K ﹤0.01%
370
1543
$19K ﹤0.01%
160
1544
$19K ﹤0.01%
300
1545
$19K ﹤0.01%
370
1546
$19K ﹤0.01%
830
+500
1547
$19K ﹤0.01%
530
1548
$19K ﹤0.01%
480
1549
$19K ﹤0.01%
350
1550
$19K ﹤0.01%
700