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
151
$16.5M 0.15%
166,959
-6,362
152
$16.5M 0.15%
310,343
+19,100
153
$16.3M 0.15%
241,955
+14,075
154
$16.2M 0.15%
343,653
-38,099
155
$16.1M 0.15%
237,271
+11,953
156
$16M 0.15%
191,171
+4,970
157
$16M 0.15%
390,000
158
$15.9M 0.15%
157,163
-4,655
159
$15.8M 0.14%
407,601
-5,861
160
$15.7M 0.14%
206,573
-2,480
161
$15.5M 0.14%
136,626
-1,215
162
$15.5M 0.14%
318,829
+9,195
163
$15.3M 0.14%
183,693
+1,175
164
$15M 0.14%
220,798
+26,227
165
$14.9M 0.14%
387,851
+67,911
166
$14.9M 0.14%
50,194
+7,594
167
$14.6M 0.13%
313,135
+6,769
168
$14.6M 0.13%
87,318
+12,220
169
$14.5M 0.13%
232,718
+10,991
170
$14.4M 0.13%
611,600
-2,680
171
$14.4M 0.13%
155,234
+5,410
172
$14.3M 0.13%
118,711
-6,977
173
$14.3M 0.13%
109,582
+17,714
174
$14.2M 0.13%
185,881
-340
175
$14M 0.13%
128,394
+325
5 6
7
8 9