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
551
$1.88M 0.03%
+95,030
552
$1.88M 0.03%
25,600
553
$1.87M 0.03%
97,634
-200
554
$1.87M 0.03%
35,850
+3,200
555
$1.86M 0.03%
44,955
556
$1.85M 0.03%
124,400
557
$1.85M 0.03%
110,898
-18,612
558
$1.85M 0.03%
39,203
+400
559
$1.85M 0.03%
44,720
-8,000
560
$1.85M 0.03%
113,055
561
$1.84M 0.03%
71,300
+15,000
562
$1.84M 0.03%
23,620
-3,200
563
$1.84M 0.03%
57,828
-24,280
564
$1.83M 0.03%
31,400
-11,500
565
$1.82M 0.03%
73,900
+3,600
566
$1.81M 0.03%
57,364
+4,000
567
$1.79M 0.03%
43,187
-53,300
568
$1.79M 0.03%
20,750
569
$1.79M 0.03%
1,400
570
$1.78M 0.03%
30,522
+1,500
571
$1.78M 0.03%
3,793
-370
572
$1.77M 0.03%
35,630
-100
573
$1.76M 0.03%
97,030
-149,911
574
$1.76M 0.03%
92,093
575
$1.75M 0.03%
30,410
-9,520
21 22
23
24 25