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
1851
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1852
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1853
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-1,933
1854
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1855
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-1
1857
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-7,100
1858
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-13,700
1859
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-19,398
1860
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1861
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-114
1862
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-27,695
1863
$0 ﹤0.01%
6
1864
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1865
$0 ﹤0.01%
160
1866
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-42,300
1867
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-12,000
1868
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1869
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-740
1870
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-1,000
1871
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-5,000
1872
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-283,250
1873
– –
-190,000
1874
– –
-11,375
1875
– –
-7,500
73 74
75
76 77