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
776
$868K 0.01%
8,100
777
$865K 0.01%
10,700
778
$864K 0.01%
+18,429
779
$860K 0.01%
20,070
780
$859K 0.01%
25,000
781
$854K 0.01%
29,470
-20,550
782
$854K 0.01%
23,300
-2,000
783
$853K 0.01%
8,000
-1,150
784
$853K 0.01%
18,630
785
$851K 0.01%
12,320
-100
786
$845K 0.01%
51,000
+4,500
787
$843K 0.01%
24,900
788
$842K 0.01%
17,250
789
$841K 0.01%
7,145
+1,100
790
$838K 0.01%
24,038
791
$837K 0.01%
23,173
792
$835K 0.01%
11,300
793
$833K 0.01%
21,500
794
$828K 0.01%
3,067
+1,797
795
$827K 0.01%
58,342
796
$826K 0.01%
17,400
797
$825K 0.01%
15,400
+5,000
798
$823K 0.01%
7,010
799
$819K 0.01%
21,000
+2,600
800
$817K 0.01%
24,400
-13,800
30 31
32
33 34