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
201
$6.63M 0.1%
42,220
+1,200
202
$6.55M 0.1%
13,820
+2,820
203
$6.54M 0.1%
48,115
-100
204
$6.49M 0.1%
136,889
-8,150
205
$6.49M 0.1%
123,535
-21,000
206
$6.49M 0.1%
105,580
+7,700
207
$6.47M 0.1%
107,760
208
$6.46M 0.1%
211,290
209
$6.45M 0.1%
92,342
+730
210
$6.44M 0.1%
94,727
-8,400
211
$6.38M 0.1%
69,514
+309
212
$6.36M 0.1%
164,629
-23,700
213
$6.34M 0.1%
106,777
+800
214
$6.29M 0.1%
29,868
-1,700
215
$6.24M 0.1%
136,357
-400
216
$6.24M 0.1%
255,568
+4,024
217
$6.24M 0.1%
177,456
-19,080
218
$6.22M 0.1%
89,652
+4,100
219
$6.19M 0.09%
70,940
-6,400
220
$6.17M 0.09%
91,261
221
$6.13M 0.09%
163,626
-1,000
222
$6.11M 0.09%
271,020
+8,820
223
$6.1M 0.09%
101,472
-3,200
224
$6.09M 0.09%
125,100
-11,700
225
$6.07M 0.09%
58,076
-10,330
7 8
9
10 11