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
$10.9B
AUM Growth
+$1.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,159
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$15M
3
+$12.2M
4
ABBV icon
AbbVie
ABBV
+$12M
5
AMT icon
American Tower
AMT
+$9.94M

Top Sells

1
+$18.9M
2
+$12.4M
3
+$6.08M
4
MSFT icon
Microsoft
MSFT
+$5.97M
5
PG icon
Procter & Gamble
PG
+$5.32M

Sector Composition

1 Technology 22.29%
2 Healthcare 15.34%
3 Financials 12.17%
4 Consumer Discretionary 8.84%
5 Communication Services 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$5.85M 0.05%
119,085
-11,600
302
$5.82M 0.05%
40,811
-4,607
303
$5.82M 0.05%
31,640
-400
304
$5.82M 0.05%
175,190
+9,800
305
$5.81M 0.05%
32,225
-1,300
306
$5.78M 0.05%
45,785
+115
307
$5.74M 0.05%
46,863
-14,025
308
$5.74M 0.05%
18,255
+989
309
$5.73M 0.05%
104,880
+12,870
310
$5.73M 0.05%
119,310
+9,900
311
$5.71M 0.05%
50,067
-1,563
312
$5.7M 0.05%
1,135,997
+237,192
313
$5.69M 0.05%
+256,076
314
$5.63M 0.05%
43,460
-15,497
315
$5.6M 0.05%
171,874
+73,093
316
$5.56M 0.05%
12,321
+1,534
317
$5.5M 0.05%
99,232
+12,900
318
$5.48M 0.05%
234,859
+37,622
319
$5.42M 0.05%
21,000
320
$5.39M 0.05%
213,227
+97,940
321
$5.39M 0.05%
36,181
+11,526
322
$5.38M 0.05%
172,460
+118,892
323
$5.37M 0.05%
92,884
+1,679
324
$5.36M 0.05%
151,162
+5,187
325
$5.35M 0.05%
167,756
-10,343
11 12
13
14 15