Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
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 13.89%
4 Industrials 10.46%
5 Consumer Discretionary 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1276
-24,220
1277
-8,700
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1279
-19,900
1280
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1281
-12,000
1282
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1283
-15,624
1284
-16,400
1285
-40,700
1286
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1287
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1288
-11,444
1289
-13,600
1290
-5,200
1291
-51,200
1292
-175,611
1293
-5,400
1294
-185,864
1295
-6,026
1296
-90,100
1297
-32,149
1298
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1299
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1300
-8,000