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
951
$829K 0.01%
9,520
952
$825K 0.01%
6,510
+1,910
953
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14,000
-500
954
$824K 0.01%
15,750
-1,000
955
$822K 0.01%
108,150
+45,095
956
$821K 0.01%
36,435
+10,000
957
$821K 0.01%
11,175
958
$820K 0.01%
8,429
959
$817K 0.01%
12,770
960
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35,719
+16,000
961
$808K 0.01%
24,275
+6,050
962
$802K 0.01%
7,900
963
$802K 0.01%
7,760
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964
$794K 0.01%
27,073
+13,873
965
$793K 0.01%
14,220
966
$791K 0.01%
13,900
967
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14,940
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968
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11,460
969
$772K 0.01%
28,070
-1,600
970
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16,260
-1,000
971
$771K 0.01%
23,425
+600
972
$769K 0.01%
73,260
+160
973
$769K 0.01%
16,270
974
$761K 0.01%
14,730
975
$755K 0.01%
60,092
-60,893
37 38
39
40 41