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
1701
$12K ﹤0.01%
1,000
1702
$12K ﹤0.01%
420
1703
$12K ﹤0.01%
490
1704
$12K ﹤0.01%
290
1705
$12K ﹤0.01%
1,250
1706
$12K ﹤0.01%
270
1707
$12K ﹤0.01%
810
1708
$12K ﹤0.01%
600
1709
$12K ﹤0.01%
+400
1710
$12K ﹤0.01%
610
1711
$12K ﹤0.01%
3,750
1712
$12K ﹤0.01%
111
-10
1713
$12K ﹤0.01%
1,090
1714
$11K ﹤0.01%
1,701
1715
$11K ﹤0.01%
850
1716
$11K ﹤0.01%
360
1717
$11K ﹤0.01%
640
1718
$11K ﹤0.01%
+1,500
1719
$11K ﹤0.01%
520
1720
$11K ﹤0.01%
500
1721
$11K ﹤0.01%
1,060
1722
$11K ﹤0.01%
2,190
1723
$11K ﹤0.01%
800
1724
$11K ﹤0.01%
420
-500
1725
$11K ﹤0.01%
1,230