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
626
$1.48M 0.02%
24,000
627
$1.44M 0.02%
18,640
628
$1.44M 0.02%
57,106
629
$1.44M 0.02%
58,800
630
$1.42M 0.02%
1,900
631
$1.41M 0.02%
14,900
-1,700
632
$1.41M 0.02%
15,400
633
$1.41M 0.02%
22,400
634
$1.4M 0.02%
17,820
-300
635
$1.4M 0.02%
24,210
-2,000
636
$1.37M 0.02%
45,300
+12,003
637
$1.37M 0.02%
44,058
638
$1.37M 0.02%
15,100
639
$1.37M 0.02%
35,300
640
$1.35M 0.02%
51,973
641
$1.35M 0.02%
21,200
642
$1.34M 0.02%
32,700
643
$1.34M 0.02%
27,900
+600
644
$1.34M 0.02%
11,700
645
$1.33M 0.02%
28,610
646
$1.33M 0.02%
22,200
-4,900
647
$1.33M 0.02%
39,100
648
$1.31M 0.02%
23,200
-2,500
649
$1.31M 0.02%
24,320
650
$1.3M 0.02%
23,000
-5,800
24 25
26
27 28