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
151
$10.7M 0.15%
390,852
-5,900
152
$10.5M 0.15%
87,630
+9,405
153
$10.5M 0.15%
242,926
+12,600
154
$10.3M 0.15%
134,428
+900
155
$10.1M 0.15%
143,510
+35,750
156
$10.1M 0.14%
274,600
157
$10M 0.14%
334,730
-25,200
158
$10M 0.14%
147,370
-700
159
$10M 0.14%
190,428
-3,199
160
$9.88M 0.14%
834,432
-755,262
161
$9.85M 0.14%
205,447
-1,300
162
$9.79M 0.14%
157,665
-5,700
163
$9.74M 0.14%
453,160
164
$9.68M 0.14%
741,400
-12,800
165
$9.63M 0.14%
232,918
-1,528
166
$9.51M 0.14%
207,972
-2,000
167
$9.39M 0.13%
101,047
-1,000
168
$9.37M 0.13%
91,514
-9,400
169
$9.14M 0.13%
292,620
-32,600
170
$9.1M 0.13%
126,280
+39,700
171
$9.09M 0.13%
74,968
+14,279
172
$9.02M 0.13%
250,083
-4,300
173
$8.99M 0.13%
167,691
-600
174
$8.98M 0.13%
199,718
-5,200
175
$8.84M 0.13%
279,756
+102,300
5 6
7
8 9