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
351
$5.41M 0.05%
70,479
-2,000
352
$5.38M 0.05%
52,675
-65
353
$5.37M 0.05%
30,645
354
$5.36M 0.05%
67,008
-1,168
355
$5.31M 0.05%
194,752
+14,463
356
$5.29M 0.05%
53,610
-25
357
$5.28M 0.05%
130,560
-14,388
358
$5.26M 0.05%
32,890
-850
359
$5.23M 0.05%
76,605
+1,429
360
$5.23M 0.05%
17,736
+7,602
361
$5.2M 0.05%
21,200
362
$5.19M 0.05%
49,710
363
$5.19M 0.05%
133,971
+57,873
364
$5.17M 0.05%
51,820
365
$5.16M 0.05%
124,795
-8,815
366
$5.12M 0.05%
73,130
+860
367
$5.12M 0.05%
35,435
368
$5.11M 0.05%
95,070
-930
369
$5.11M 0.05%
116,797
+9,200
370
$5.08M 0.05%
54,645
-203
371
$5.06M 0.05%
38,970
+27,870
372
$5.02M 0.05%
25,000
373
$5.01M 0.05%
44,578
+7,898
374
$5.01M 0.05%
75,175
+5,318
375
$5M 0.05%
67,132
-11,146
13 14
15
16 17