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
451
$2.6M 0.04%
112,311
+26,491
452
$2.59M 0.04%
253,798
-188,300
453
$2.59M 0.04%
51,648
+5,000
454
$2.59M 0.04%
43,720
-100
455
$2.58M 0.04%
25,193
-5,100
456
$2.58M 0.04%
47,410
+4,600
457
$2.56M 0.04%
33,220
458
$2.56M 0.04%
69,160
459
$2.56M 0.04%
52,050
460
$2.55M 0.04%
85,875
+22,368
461
$2.55M 0.04%
29,300
462
$2.53M 0.04%
52,403
463
$2.5M 0.04%
53,930
464
$2.48M 0.04%
46,700
+5,600
465
$2.47M 0.04%
38,950
+2,300
466
$2.45M 0.04%
25,521
+300
467
$2.43M 0.04%
76,065
+48,800
468
$2.43M 0.04%
32,940
-6,700
469
$2.43M 0.04%
47,498
+3,000
470
$2.43M 0.04%
80,128
-30,504
471
$2.42M 0.04%
88,370
-40,444
472
$2.42M 0.04%
58,500
+7,360
473
$2.42M 0.04%
32,720
-12,600
474
$2.4M 0.04%
107,160
475
$2.38M 0.04%
96,629
+29,550
17 18
19
20 21