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
601
$2.31M 0.02%
139,312
-2,352
602
$2.3M 0.02%
58,364
-6,000
603
$2.29M 0.02%
30,386
+28,433
604
$2.29M 0.02%
56,370
+13,200
605
$2.28M 0.02%
27,720
606
$2.28M 0.02%
14,077
+13,277
607
$2.27M 0.02%
17,640
-15
608
$2.27M 0.02%
71,310
+110
609
$2.26M 0.02%
1,900
610
$2.25M 0.02%
68,255
-625
611
$2.25M 0.02%
59,976
-19,284
612
$2.24M 0.02%
29,100
-100
613
$2.24M 0.02%
17,535
+2,685
614
$2.24M 0.02%
32,070
-3,700
615
$2.24M 0.02%
125,556
+98,756
616
$2.23M 0.02%
40,140
+7,400
617
$2.21M 0.02%
+26,521
618
$2.2M 0.02%
103,389
+5
619
$2.19M 0.02%
37,255
+50
620
$2.19M 0.02%
56,156
621
$2.19M 0.02%
7,756
+2,236
622
$2.18M 0.02%
96,815
+96,380
623
$2.18M 0.02%
73,155
-7,675
624
$2.18M 0.02%
80,667
+28,010
625
$2.17M 0.02%
+22,573
23 24
25
26 27