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
576
$1.75M 0.03%
38,500
577
$1.75M 0.03%
74,550
+52,050
578
$1.74M 0.03%
122,160
-3,400
579
$1.74M 0.03%
27,500
580
$1.73M 0.03%
421,552
+64,000
581
$1.73M 0.03%
31,100
582
$1.73M 0.03%
25,300
+400
583
$1.73M 0.03%
55,036
-2,000
584
$1.71M 0.03%
41,724
585
$1.7M 0.03%
40,600
-17,500
586
$1.7M 0.03%
30,000
+5,000
587
$1.69M 0.03%
90,200
+10,000
588
$1.69M 0.03%
37,720
589
$1.66M 0.03%
61,000
590
$1.66M 0.03%
34,666
591
$1.65M 0.03%
20,780
+800
592
$1.64M 0.03%
46,800
-10,000
593
$1.61M 0.02%
104,200
594
$1.61M 0.02%
30,000
+20,000
595
$1.59M 0.02%
35,673
+200
596
$1.59M 0.02%
17,787
+1,450
597
$1.59M 0.02%
56,540
598
$1.59M 0.02%
56,997
-1,000
599
$1.57M 0.02%
115,700
600
$1.57M 0.02%
162,600
22 23
24
25 26