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
326
$5.34M 0.05%
48,649
+5,758
327
$5.31M 0.05%
110,495
-3,100
328
$5.29M 0.05%
204,499
-45,468
329
$5.29M 0.05%
52,500
-1,000
330
$5.29M 0.05%
63,701
+7,311
331
$5.28M 0.05%
86,662
+5,595
332
$5.27M 0.05%
84,325
+19,457
333
$5.26M 0.05%
157,854
-53
334
$5.22M 0.05%
78,799
+19,044
335
$5.22M 0.05%
23,780
336
$5.17M 0.05%
112,598
+3,728
337
$5.17M 0.05%
66,832
-300
338
$5.16M 0.05%
13,965
+4,677
339
$5.14M 0.05%
36,873
+3,000
340
$4.99M 0.05%
195,151
+355
341
$4.98M 0.05%
447,995
-7,840
342
$4.97M 0.05%
11,250
+3,005
343
$4.96M 0.05%
129,935
+30,393
344
$4.94M 0.05%
15,900
+400
345
$4.93M 0.05%
70,055
-4,200
346
$4.9M 0.05%
94,620
-6,000
347
$4.89M 0.05%
70,233
+3,120
348
$4.89M 0.05%
61,365
-9,500
349
$4.87M 0.04%
59,403
+2,900
350
$4.85M 0.04%
35,723
+11,814
12 13
14
15 16