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
376
$3.33M 0.05%
678,870
+147,869
377
$3.33M 0.05%
42,350
378
$3.33M 0.05%
92,970
-4,000
379
$3.32M 0.05%
60,286
380
$3.32M 0.05%
111,617
-1,800
381
$3.3M 0.05%
63,291
+1,530
382
$3.29M 0.05%
65,850
+3,800
383
$3.28M 0.05%
76,930
384
$3.28M 0.05%
22,300
-20,000
385
$3.27M 0.05%
28,200
386
$3.24M 0.05%
55,700
387
$3.22M 0.05%
97,330
-6,950
388
$3.21M 0.05%
40,700
+17,800
389
$3.21M 0.05%
44,768
+2,200
390
$3.21M 0.05%
77,145
+600
391
$3.2M 0.05%
102,316
392
$3.18M 0.05%
92,343
+14,145
393
$3.16M 0.05%
86,600
-900
394
$3.11M 0.05%
85,907
+16,900
395
$3.11M 0.05%
17,700
396
$3.1M 0.05%
146,337
+54,837
397
$3.09M 0.05%
34,900
398
$3.07M 0.05%
81,985
-47,198
399
$3.07M 0.05%
39,800
400
$3.04M 0.05%
52,220
-3,400
14 15
16
17 18