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
$15.8M
AUM Growth
-$15.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,350
New
Increased
Reduced
Closed

Top Buys

1
+$29.1K
2
+$15K
3
+$11.7K
4
ABT icon
Abbott
ABT
+$9.81K
5
SYF icon
Synchrony
SYF
+$9.65K

Top Sells

1
+$40M
2
+$6.22M
3
+$4.98M
4
TIF
Tiffany & Co.
TIF
+$2.98M
5
EV
Eaton Vance Corp.
EV
+$2.9M

Sector Composition

1 Technology 19.83%
2 Financials 11.96%
3 Healthcare 11.94%
4 Consumer Discretionary 9.09%
5 Industrials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
$56 ﹤0.01%
395
1952
$56 ﹤0.01%
100
-100
1953
$56 ﹤0.01%
4,900
1954
$56 ﹤0.01%
950
1955
$56 ﹤0.01%
1,300
-400
1956
$56 ﹤0.01%
333
1957
$56 ﹤0.01%
1,915
1958
$56 ﹤0.01%
1,450
1959
$55 ﹤0.01%
+1,800
1960
$55 ﹤0.01%
2,350
1961
$55 ﹤0.01%
1,050
-8,400
1962
$55 ﹤0.01%
1,856
+580
1963
$54 ﹤0.01%
10,411
1964
$54 ﹤0.01%
5,000
1965
$53 ﹤0.01%
1,310
1966
$52 ﹤0.01%
713
1967
$52 ﹤0.01%
1,900
-14,800
1968
$52 ﹤0.01%
6,000
1969
$52 ﹤0.01%
3,800
1970
$52 ﹤0.01%
750
1971
$52 ﹤0.01%
860
1972
$52 ﹤0.01%
1,650
-595
1973
$51 ﹤0.01%
1,950
-14,520
1974
$51 ﹤0.01%
193
1975
$51 ﹤0.01%
1,760
77 78
79
80 81