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
26
$74.6M 0.68%
1,397,147
+29,591
27
$74.3M 0.68%
358,431
+50,430
28
$66.4M 0.61%
567,825
-34
29
$65.4M 0.6%
9,313,600
+1,014,680
30
$65.2M 0.59%
1,841,707
+19,045
31
$64M 0.58%
891,645
-3,790
32
$63.2M 0.58%
1,367,369
+6,079
33
$61.9M 0.56%
843,762
+162,222
34
$61.6M 0.56%
378,586
+36,974
35
$61.6M 0.56%
1,645,190
+173,340
36
$60.5M 0.55%
1,173,831
+4,630
37
$59.5M 0.54%
532,268
+47,834
38
$58.2M 0.53%
215,592
+25,528
39
$57.3M 0.52%
582,500
+99,658
40
$55.1M 0.5%
513,586
+29,860
41
$53.6M 0.49%
499,945
+112,466
42
$53.4M 0.49%
318,970
+393
43
$53.1M 0.48%
561,598
+7,953
44
$52.3M 0.48%
296,647
+12,730
45
$50.9M 0.46%
392,547
+1,243
46
$50.6M 0.46%
1,615,260
+38,667
47
$49.7M 0.45%
311,493
+1,821
48
$48.5M 0.44%
335,715
+11,641
49
$47.8M 0.44%
543,541
+54,787
50
$45.7M 0.42%
712,626
+1,400
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