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
$11B
AUM Growth
+$1.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,026
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$20.7M
3
+$18.4M
4
UNH icon
UnitedHealth
UNH
+$17.5M
5
LLY icon
Eli Lilly
LLY
+$12.1M

Top Sells

1
+$59.3M
2
+$7.01M
3
+$3.29M
4
XOM icon
Exxon Mobil
XOM
+$3.11M
5
CAVM
Cavium, Inc.
CAVM
+$2.37M

Sector Composition

1 Technology 17.83%
2 Healthcare 15.4%
3 Financials 15.3%
4 Industrials 10.08%
5 Consumer Discretionary 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.49M 0.09%
104,983
-13,315
227
$9.23M 0.08%
317,192
+50,679
228
$9.23M 0.08%
608,420
-24,070
229
$9.15M 0.08%
133,075
+11,595
230
$9.09M 0.08%
69,920
-20
231
$9M 0.08%
60,937
+460
232
$8.99M 0.08%
132,003
-1,025
233
$8.98M 0.08%
100,869
+25,938
234
$8.94M 0.08%
80,580
-8,500
235
$8.94M 0.08%
47,865
+5
236
$8.9M 0.08%
690,868
+230,308
237
$8.84M 0.08%
127,640
238
$8.81M 0.08%
324,110
+26,477
239
$8.76M 0.08%
58,701
+4,917
240
$8.74M 0.08%
21,642
+3,098
241
$8.73M 0.08%
101,611
+12,480
242
$8.69M 0.08%
44,614
-97
243
$8.67M 0.08%
47,125
+2,975
244
$8.62M 0.08%
122,694
+23,539
245
$8.59M 0.08%
89,699
+6,974
246
$8.59M 0.08%
277,925
+161,717
247
$8.53M 0.08%
87,710
248
$8.52M 0.08%
197,857
+14,859
249
$8.4M 0.08%
104,735
+3,820
250
$8.33M 0.08%
83,180
-300
8 9
10
11 12