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
176
$11.7M 0.13%
170,189
-360
177
$11.6M 0.13%
240,690
+28,194
178
$11.4M 0.13%
211,679
+4,408
179
$11.4M 0.13%
235,566
-7,688
180
$11.2M 0.13%
177,970
+275
181
$11.2M 0.13%
306,096
+4,500
182
$11.1M 0.13%
103,933
+2,353
183
$11.1M 0.12%
205,508
+4,990
184
$11.1M 0.12%
126,015
-9,400
185
$11M 0.12%
166,199
-56,363
186
$11M 0.12%
169,913
+3,093
187
$10.8M 0.12%
93,357
-1,476
188
$10.8M 0.12%
71,345
-1,228
189
$10.7M 0.12%
358,115
+53,142
190
$10.7M 0.12%
139,289
+6,700
191
$10.6M 0.12%
111,501
192
$10.6M 0.12%
72,494
-750
193
$10.6M 0.12%
191,058
+5,338
194
$10.5M 0.12%
95,296
-740
195
$10.5M 0.12%
23,476
+2,371
196
$10.5M 0.12%
227,076
-18,200
197
$10.3M 0.12%
16,370
-197
198
$10.2M 0.11%
41,885
-110
199
$10.1M 0.11%
208,460
+1,800
200
$10.1M 0.11%
524,524
+6,856
6 7
8
9 10