Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
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 15.75%
2 Financials 15.65%
3 Healthcare 14.37%
4 Industrials 10.94%
5 Communication Services 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1726
$11K ﹤0.01%
2,190
1727
$11K ﹤0.01%
800
1728
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521
-5,216
1729
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500
1730
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670
1731
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1732
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1733
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1734
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2,600
1735
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270
1736
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320
1737
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+600
1738
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420
1739
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570
1740
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651
+17
1741
$10K ﹤0.01%
1,340
1742
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270
1743
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400
1744
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1745
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2,000
-10,100
1746
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160
1747
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310
1748
$10K ﹤0.01%
270
1749
$10K ﹤0.01%
44
1750
$10K ﹤0.01%
800