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
601
$1.57M 0.02%
29,600
602
$1.56M 0.02%
20,620
+5,500
603
$1.56M 0.02%
31,600
604
$1.56M 0.02%
50,283
-500
605
$1.55M 0.02%
11,600
-3,000
606
$1.55M 0.02%
49,689
-3,627
607
$1.54M 0.02%
104,700
608
$1.54M 0.02%
48,500
609
$1.54M 0.02%
37,800
610
$1.54M 0.02%
52,500
-3,600
611
$1.54M 0.02%
378,300
-41,200
612
$1.53M 0.02%
23,500
613
$1.52M 0.02%
83,320
-7,800
614
$1.52M 0.02%
7,200
+3,950
615
$1.51M 0.02%
3,488
+1,643
616
$1.51M 0.02%
19,331
-7,500
617
$1.51M 0.02%
33,255
618
$1.5M 0.02%
45,771
+8,900
619
$1.5M 0.02%
34,300
620
$1.5M 0.02%
45,122
621
$1.49M 0.02%
21,200
+1,000
622
$1.49M 0.02%
29,764
+1,500
623
$1.48M 0.02%
23,410
-300
624
$1.48M 0.02%
87,750
625
$1.48M 0.02%
30,400
23 24
25
26 27