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
401
$3.03M 0.05%
55,718
402
$3.03M 0.05%
188,245
-20,120
403
$3M 0.05%
46,349
404
$2.99M 0.05%
25,451
+593
405
$2.98M 0.05%
43,040
-4,500
406
$2.98M 0.05%
41,830
+100
407
$2.98M 0.05%
192,000
408
$2.97M 0.05%
57,735
-1,800
409
$2.96M 0.05%
42,540
+1,600
410
$2.95M 0.05%
89,500
+32,100
411
$2.94M 0.04%
231,458
-1,300
412
$2.92M 0.04%
61,600
-1,750
413
$2.9M 0.04%
51,080
414
$2.89M 0.04%
75,300
415
$2.89M 0.04%
147,433
+6,770
416
$2.89M 0.04%
163,200
+15,000
417
$2.89M 0.04%
76,690
-3,100
418
$2.84M 0.04%
78,045
-1,452
419
$2.82M 0.04%
40,128
-1,350
420
$2.81M 0.04%
39,130
-800
421
$2.81M 0.04%
28,914
422
$2.81M 0.04%
17,580
-200
423
$2.81M 0.04%
39,278
-1,900
424
$2.8M 0.04%
80,550
425
$2.78M 0.04%
53,040
-2,820
15 16
17
18 19