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
201
$11.6M 0.11%
100,524
+10,749
202
$11.6M 0.11%
70,241
-1,420
203
$11.5M 0.1%
410,776
-9,415
204
$11.2M 0.1%
481,680
+24,300
205
$11.1M 0.1%
72,349
-35
206
$11.1M 0.1%
201,403
-8,048
207
$11.1M 0.1%
356,105
+127,366
208
$10.9M 0.1%
187,746
+9,002
209
$10.9M 0.1%
238,836
+2,985
210
$10.8M 0.1%
267,595
+1,658
211
$10.7M 0.1%
83,907
+11,231
212
$10.7M 0.1%
17,558
+1,288
213
$10.6M 0.1%
58,788
-1,257
214
$10.6M 0.1%
114,671
+6,670
215
$10.5M 0.1%
32,671
+8,871
216
$10.2M 0.09%
82,801
+7,511
217
$10.2M 0.09%
180,600
218
$10.1M 0.09%
190,921
+19,002
219
$10M 0.09%
91,964
-9,676
220
$9.97M 0.09%
543,480
+120,324
221
$9.88M 0.09%
557,072
+230,088
222
$9.77M 0.09%
132,584
+6,965
223
$9.58M 0.09%
223,258
-18,315
224
$9.56M 0.09%
54,908
-2,742
225
$9.54M 0.09%
205,031
-1,700
7 8
9
10 11