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
$9.71B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,937
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$21.2M
3
+$18.7M
4
AMZN icon
Amazon
AMZN
+$11M
5
XOM icon
Exxon Mobil
XOM
+$9.96M

Top Sells

1
+$82.9M
2
+$29.1M
3
+$23.1M
4
MON
Monsanto Co
MON
+$22.1M
5
IBM icon
IBM
IBM
+$18.8M

Sector Composition

1 Technology 17.03%
2 Financials 15.56%
3 Healthcare 13.43%
4 Industrials 9.93%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$10.3M 0.11%
134,318
+5,449
202
$10.2M 0.11%
76,905
-4,394
203
$10.2M 0.11%
206,731
+2,804
204
$10.1M 0.1%
180,600
-25,000
205
$10M 0.1%
134,429
-11,550
206
$10M 0.1%
128,415
+550
207
$10M 0.1%
687,234
+11,380
208
$9.97M 0.1%
73,383
-3,123
209
$9.93M 0.1%
72,384
-960
210
$9.93M 0.1%
75,671
+9,412
211
$9.74M 0.1%
235,851
-14,385
212
$9.74M 0.1%
133,028
-2,750
213
$9.62M 0.1%
118,298
+7,730
214
$9.62M 0.1%
89,225
-1,285
215
$9.57M 0.1%
42,183
+7,524
216
$9.56M 0.1%
89,080
+7,700
217
$9.44M 0.1%
123,610
-1,423
218
$9.41M 0.1%
16,270
219
$9.3M 0.1%
89,775
-4,800
220
$9.25M 0.1%
200,004
-800
221
$9.21M 0.09%
108,001
-1,390
222
$8.9M 0.09%
311,600
-17,200
223
$8.86M 0.09%
178,744
+11,669
224
$8.66M 0.09%
44,711
+1,927
225
$8.63M 0.09%
186,418
+9,525
7 8
9
10 11