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
1226
$306K ﹤0.01%
5,600
+3,000
1227
$304K ﹤0.01%
9,690
-1,500
1228
$304K ﹤0.01%
7,110
1229
$303K ﹤0.01%
31,900
1230
$302K ﹤0.01%
12,600
1231
$301K ﹤0.01%
9,695
1232
$297K ﹤0.01%
2,105
+1,930
1233
$295K ﹤0.01%
11,480
-6,420
1234
$293K ﹤0.01%
11,398
+640
1235
$290K ﹤0.01%
20,000
1236
$286K ﹤0.01%
5,000
1237
$286K ﹤0.01%
2,700
+500
1238
$286K ﹤0.01%
15,800
1239
$283K ﹤0.01%
5,510
1240
$281K ﹤0.01%
18,710
-5,490
1241
$280K ﹤0.01%
4,100
+1,300
1242
$277K ﹤0.01%
5,100
-3,304
1243
$276K ﹤0.01%
36,660
+6,630
1244
$274K ﹤0.01%
10,500
-3,500
1245
$272K ﹤0.01%
53,000
1246
$265K ﹤0.01%
10,280
1247
$265K ﹤0.01%
17,480
1248
$263K ﹤0.01%
2,620
+1,100
1249
$260K ﹤0.01%
5,160
1250
$260K ﹤0.01%
16,100
-100
48 49
50
51 52