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
$6.54B
AUM Growth
-$512M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,347
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$12.2M
3
+$9.99M
4
T icon
AT&T
T
+$9.54M
5
PPL icon
PPL Corp
PPL
+$7.01M

Top Sells

1
+$16.3M
2
+$15.8M
3
+$13.2M
4
DHR icon
Danaher
DHR
+$6.72M
5
BAX icon
Baxter International
BAX
+$5.47M

Sector Composition

1 Financials 15%
2 Healthcare 14.24%
3 Technology 13.91%
4 Industrials 10.44%
5 Consumer Discretionary 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.03M 0.09%
120,612
+6,600
227
$5.98M 0.09%
57,948
+5,000
228
$5.97M 0.09%
86,580
-11,700
229
$5.93M 0.09%
155,480
-4,600
230
$5.88M 0.09%
240,896
+63,000
231
$5.82M 0.09%
101,440
-7,800
232
$5.82M 0.09%
71,260
+18,500
233
$5.78M 0.09%
63,430
-1,300
234
$5.76M 0.09%
104,749
235
$5.75M 0.09%
195,872
-3,400
236
$5.72M 0.09%
48,441
-1,200
237
$5.64M 0.09%
151,640
-8,000
238
$5.61M 0.09%
75,258
239
$5.58M 0.09%
69,217
-400
240
$5.58M 0.09%
147,302
+30,256
241
$5.58M 0.09%
108,455
+50
242
$5.55M 0.08%
219,988
+42,788
243
$5.54M 0.08%
62,240
+4,500
244
$5.51M 0.08%
153,055
-34,478
245
$5.5M 0.08%
57,036
246
$5.49M 0.08%
7,597
+3
247
$5.48M 0.08%
176,700
-5,000
248
$5.47M 0.08%
97,853
+17,943
249
$5.41M 0.08%
74,789
-6,371
250
$5.41M 0.08%
375,500
+25,000
8 9
10
11 12