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
251
$8.29M 0.08%
283,300
-28,300
252
$8.17M 0.07%
188,800
253
$8.16M 0.07%
184,396
-9,328
254
$8.15M 0.07%
77,750
255
$8.14M 0.07%
92,535
+11,000
256
$8.1M 0.07%
22,649
+5,603
257
$8M 0.07%
274,410
+13,010
258
$7.99M 0.07%
180,880
-4,810
259
$7.98M 0.07%
53,047
+8,316
260
$7.96M 0.07%
71,628
+33,882
261
$7.86M 0.07%
109,734
+1,564
262
$7.81M 0.07%
141,745
-8,256
263
$7.81M 0.07%
138,575
+6,790
264
$7.81M 0.07%
123,087
+4,425
265
$7.79M 0.07%
55,966
+7,236
266
$7.75M 0.07%
553,709
-6,245
267
$7.73M 0.07%
75,799
+1,336
268
$7.72M 0.07%
364,020
-2,850
269
$7.71M 0.07%
48,153
+14,620
270
$7.68M 0.07%
238,081
+13,015
271
$7.68M 0.07%
129,435
+5,825
272
$7.67M 0.07%
829,153
-131,350
273
$7.65M 0.07%
102,448
-125
274
$7.62M 0.07%
100,824
-35
275
$7.5M 0.07%
106,327
-85
9 10
11
12 13