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Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $27B
1-Year Est. Return 24.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.49%
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
+$21.8M
2
+$19.6M
3
+$17.1M
4
AAPL icon
Apple
AAPL
+$17M
5
LLY icon
Eli Lilly
LLY
+$11.2M

Top Sells

1
+$58.1M
2
+$7.06M
3
+$3.18M
4
XOM icon
Exxon Mobil
XOM
+$2.99M
5
NEM icon
Newmont
NEM
+$2.47M

Sector Composition

1 Technology 17.82%
2 Healthcare 15.4%
3 Financials 15.3%
4 Industrials 10.1%
5 Consumer Discretionary 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
– –
-25,000
1977
– –
-90
1978
– –
-200
1979
– –
-500
1980
– –
-125
1981
– –
-19
1982
– –
-2,800
1983
– –
-5,500
1984
– –
-3,369
1985
– –
-1,000
1986
– –
-24,800
1987
– –
-1,090
1988
– –
-5
1989
$0 ﹤0.01%
6
1990
– –
-350
1991
– –
-1,400
1992
$0 ﹤0.01%
160
1993
– –
-470
1994
– –
-8,500
1995
– –
-540
1996
– –
-7,350
1997
– –
-220
1998
– –
-11,300
1999
– –
-2,000
2000
– –
-1,000
78 79
80
81 82