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
851
$695K 0.01%
23,100
852
$694K 0.01%
12,713
-4,100
853
$693K 0.01%
20,724
-100
854
$690K 0.01%
10,200
-2,000
855
$687K 0.01%
14,600
856
$686K 0.01%
18,600
857
$686K 0.01%
15,600
858
$685K 0.01%
37,700
+3,500
859
$683K 0.01%
7,000
860
$681K 0.01%
17,300
861
$679K 0.01%
10,400
-900
862
$676K 0.01%
83,800
-300
863
$675K 0.01%
16,300
864
$675K 0.01%
26,648
-7,774
865
$674K 0.01%
+4,900
866
$668K 0.01%
3,906
+2,364
867
$668K 0.01%
18,200
868
$661K 0.01%
14,000
869
$661K 0.01%
136,000
870
$658K 0.01%
8,900
871
$652K 0.01%
22,900
+1,000
872
$651K 0.01%
31,900
873
$650K 0.01%
19,400
874
$650K 0.01%
36,400
875
$647K 0.01%
17,400
33 34
35
36 37