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
676
$1.17M 0.02%
16,000
-400
677
$1.17M 0.02%
72,880
-22,400
678
$1.17M 0.02%
45,381
679
$1.16M 0.02%
44,100
680
$1.16M 0.02%
21,900
+3,300
681
$1.16M 0.02%
30,020
682
$1.15M 0.02%
9,800
683
$1.15M 0.02%
16,000
684
$1.15M 0.02%
51,300
685
$1.14M 0.02%
25,500
-300
686
$1.14M 0.02%
41,600
+800
687
$1.14M 0.02%
14,700
688
$1.14M 0.02%
22,600
689
$1.13M 0.02%
26,200
690
$1.13M 0.02%
18,800
-1,900
691
$1.13M 0.02%
15,600
692
$1.13M 0.02%
32,600
-900
693
$1.12M 0.02%
29,600
694
$1.12M 0.02%
20,200
695
$1.12M 0.02%
23,100
696
$1.11M 0.02%
28,600
697
$1.11M 0.02%
58,400
-30,138
698
$1.11M 0.02%
63,300
699
$1.1M 0.02%
67,260
+5,000
700
$1.1M 0.02%
27,992
+5,000
26 27
28
29 30