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
1851
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1852
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1853
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1854
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1855
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1856
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1857
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1858
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-27,695
1859
$0 ﹤0.01%
6
1860
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-42,300
1861
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-1,000
1862
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1863
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-283,250
1864
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1865
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1866
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-7,500
1867
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1868
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1869
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1870
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1871
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1872
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1873
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-8,600
1874
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-286,563
1875
– –
-102,243
73 74
75
76 77