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
701
$1.82M 0.02%
54,400
+15,800
702
$1.82M 0.02%
13,600
+5,100
703
$1.81M 0.02%
118,800
704
$1.79M 0.02%
19,169
+5,000
705
$1.79M 0.02%
50,086
706
$1.79M 0.02%
21,000
-100
707
$1.78M 0.02%
130,300
-2,450
708
$1.75M 0.02%
45,700
+10,400
709
$1.75M 0.02%
26,100
710
$1.75M 0.02%
47,721
+20,900
711
$1.74M 0.02%
71,035
-31,778
712
$1.74M 0.02%
86,300
+21,800
713
$1.73M 0.02%
48,940
714
$1.73M 0.02%
19,000
715
$1.73M 0.02%
30,345
716
$1.73M 0.02%
16,730
+3,130
717
$1.72M 0.02%
64,720
+120
718
$1.71M 0.02%
36,400
719
$1.7M 0.02%
24,025
-75
720
$1.7M 0.02%
12,632
+7,032
721
$1.7M 0.02%
48,150
722
$1.69M 0.02%
33,980
+1,000
723
$1.69M 0.02%
23,980
+10
724
$1.68M 0.02%
23,375
725
$1.67M 0.02%
+100,000
27 28
29
30 31