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
576
$2.51M 0.02%
37,125
+5,385
577
$2.51M 0.02%
54,824
+54,695
578
$2.48M 0.02%
8,465
-202,439
579
$2.48M 0.02%
119,075
+9,600
580
$2.47M 0.02%
31,730
+4,900
581
$2.46M 0.02%
50,774
+40,774
582
$2.46M 0.02%
40,402
+3,443
583
$2.45M 0.02%
44,633
+39,233
584
$2.44M 0.02%
29,778
-20
585
$2.42M 0.02%
62,796
+25,496
586
$2.41M 0.02%
19,591
+19,091
587
$2.41M 0.02%
42,960
588
$2.41M 0.02%
39,128
-80
589
$2.4M 0.02%
8,739
+7,539
590
$2.39M 0.02%
28,000
-11,000
591
$2.39M 0.02%
29,410
-4,000
592
$2.39M 0.02%
17,177
593
$2.39M 0.02%
65,069
+55,069
594
$2.37M 0.02%
30,150
595
$2.37M 0.02%
60,705
-25
596
$2.36M 0.02%
74,450
-50
597
$2.35M 0.02%
69,830
+64,430
598
$2.35M 0.02%
16,900
+3,000
599
$2.33M 0.02%
82,163
+22,303
600
$2.31M 0.02%
82,190
22 23
24
25 26