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
826
$750K 0.01%
25,254
-5,000
827
$750K 0.01%
40,089
+2,100
828
$750K 0.01%
26,880
-1,150
829
$749K 0.01%
13,400
-2,500
830
$746K 0.01%
24,596
831
$745K 0.01%
8,100
832
$744K 0.01%
50,495
+19,400
833
$743K 0.01%
30,500
834
$740K 0.01%
28,550
-1,000
835
$739K 0.01%
26,700
836
$739K 0.01%
13,700
-4,300
837
$736K 0.01%
62,730
-400
838
$731K 0.01%
17,750
839
$728K 0.01%
22,800
+15,000
840
$725K 0.01%
9,000
841
$723K 0.01%
22,200
+1,400
842
$723K 0.01%
11,400
-300
843
$723K 0.01%
12,500
844
$722K 0.01%
24,914
-2,600
845
$720K 0.01%
17,100
-4,000
846
$718K 0.01%
11,700
847
$711K 0.01%
34,300
848
$711K 0.01%
11,600
849
$705K 0.01%
6,200
850
$704K 0.01%
8,300
-100
32 33
34
35 36