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
351
$4.85M 0.04%
73,400
+2,200
352
$4.82M 0.04%
446,759
+39,812
353
$4.82M 0.04%
39,040
+5,531
354
$4.81M 0.04%
262,683
-26,941
355
$4.79M 0.04%
115,632
-3,090
356
$4.77M 0.04%
150,046
+36,796
357
$4.77M 0.04%
9,515
+1,400
358
$4.76M 0.04%
182,224
+13,411
359
$4.66M 0.04%
244,980
+31,050
360
$4.63M 0.04%
155,560
+24,185
361
$4.63M 0.04%
55,564
-7,450
362
$4.63M 0.04%
100,806
+31,886
363
$4.62M 0.04%
54,255
+11,692
364
$4.58M 0.04%
48,260
-4,050
365
$4.55M 0.04%
744,355
-52,600
366
$4.54M 0.04%
73,263
-1,598
367
$4.54M 0.04%
58,825
-500
368
$4.53M 0.04%
70,729
-4,365
369
$4.53M 0.04%
42,675
-24,856
370
$4.52M 0.04%
68,180
371
$4.51M 0.04%
108,548
-4,850
372
$4.5M 0.04%
174,000
+14,000
373
$4.5M 0.04%
131,544
-80,287
374
$4.46M 0.04%
86,640
+800
375
$4.46M 0.04%
51,120
+300
13 14
15
16 17