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
126
$20.1M 0.18%
243,238
-8,540
127
$20.1M 0.18%
42,555
-2,275
128
$19.8M 0.18%
101,489
+18,919
129
$19.8M 0.18%
205,077
+5,144
130
$19.7M 0.18%
55,219
+29,380
131
$19.7M 0.18%
294,885
+420
132
$19.7M 0.18%
238,736
-386
133
$19.5M 0.18%
336,873
+29,757
134
$19.5M 0.18%
466,352
+89,612
135
$19.4M 0.18%
101,675
+1,287
136
$19.1M 0.17%
330,700
137
$18.5M 0.17%
47,275
+12,693
138
$18.2M 0.17%
184,695
-7,913
139
$18.1M 0.16%
115,412
-150
140
$17.6M 0.16%
388,472
+33,031
141
$17.5M 0.16%
226,570
+41,271
142
$17.3M 0.16%
259,631
+40,510
143
$17.3M 0.16%
352,470
+5,997
144
$17.1M 0.16%
132,141
-710
145
$17M 0.15%
68,065
+3,920
146
$16.9M 0.15%
104,935
+1,105
147
$16.7M 0.15%
51,289
+4,240
148
$16.6M 0.15%
226,834
+36,901
149
$16.6M 0.15%
233,855
+22,889
150
$16.6M 0.15%
76,823
-370
4 5
6
7 8