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
1976
$50 ﹤0.01%
3,325
1977
$50 ﹤0.01%
990
1978
$50 ﹤0.01%
400
1979
$49 ﹤0.01%
200
-325
1980
$49 ﹤0.01%
1,600
-600
1981
$48 ﹤0.01%
450
+100
1982
$48 ﹤0.01%
2,000
1983
$48 ﹤0.01%
500
1984
$48 ﹤0.01%
1,050
1985
$48 ﹤0.01%
1,800
1986
$47 ﹤0.01%
473
1987
$47 ﹤0.01%
900
1988
$47 ﹤0.01%
54
-88
1989
$47 ﹤0.01%
1,025
1990
$47 ﹤0.01%
506
-500
1991
$47 ﹤0.01%
6,645
+5,300
1992
$46 ﹤0.01%
2,477
1993
$46 ﹤0.01%
900
1994
$45 ﹤0.01%
3,000
1995
$45 ﹤0.01%
2,500
1996
$45 ﹤0.01%
9,500
1997
$45 ﹤0.01%
6,426
1998
$44 ﹤0.01%
+300
1999
$44 ﹤0.01%
3,700
2000
$44 ﹤0.01%
1,050
78 79
80
81 82