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
976
$750K 0.01%
2,930
977
$748K 0.01%
16,413
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978
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36,650
-10,000
979
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33,800
-8,300
980
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13,500
981
$735K 0.01%
22,200
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982
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6,860
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983
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10,490
-10
984
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18,806
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985
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20,330
986
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5,500
987
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37,210
988
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3,950
-2,000
989
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990
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90,730
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17,820
992
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18,310
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994
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17,850
995
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15,400
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996
$698K 0.01%
6,100
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997
$696K 0.01%
4,800
998
$695K 0.01%
25,000
999
$687K 0.01%
16,400
1000
$686K 0.01%
20,000
38 39
40
41 42