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
801
$815K 0.01%
63,200
+42,200
802
$815K 0.01%
10,900
803
$814K 0.01%
25,550
-410
804
$812K 0.01%
44,251
805
$810K 0.01%
14,200
806
$805K 0.01%
48,500
+15,000
807
$804K 0.01%
27,700
-300
808
$804K 0.01%
13,000
809
$799K 0.01%
11,118
-100
810
$786K 0.01%
+30,500
811
$779K 0.01%
47,687
812
$776K 0.01%
42,600
813
$771K 0.01%
9,300
814
$771K 0.01%
29,000
-11,400
815
$769K 0.01%
43,419
816
$768K 0.01%
24,600
817
$765K 0.01%
25,700
-2,150
818
$764K 0.01%
13,161
+501
819
$764K 0.01%
78,860
-11,200
820
$764K 0.01%
23,400
-100
821
$761K 0.01%
6,500
-1,100
822
$759K 0.01%
17,700
+200
823
$753K 0.01%
10,000
+1,300
824
$751K 0.01%
4,600
825
$750K 0.01%
40,500
31 32
33
34 35