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
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
– –
-2,167
78 79
80
81 82