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
376
$4.45M 0.04%
130,275
+7,275
377
$4.43M 0.04%
16,300
-600
378
$4.42M 0.04%
61,000
+3,400
379
$4.39M 0.04%
74,829
+13,968
380
$4.3M 0.04%
44,080
-4,200
381
$4.28M 0.04%
30,665
-800
382
$4.28M 0.04%
211,791
+37,552
383
$4.25M 0.04%
49,240
-1,550
384
$4.24M 0.04%
166,388
-14,062
385
$4.21M 0.04%
56,750
386
$4.21M 0.04%
30,164
-900
387
$4.21M 0.04%
70,530
+656
388
$4.18M 0.04%
227,105
+31,672
389
$4.16M 0.04%
25,200
390
$4.15M 0.04%
63,176
-8,551
391
$4.11M 0.04%
19,930
-1,715
392
$4.1M 0.04%
106,395
-12,900
393
$4.09M 0.04%
119,325
-3,770
394
$4.09M 0.04%
158,700
-8,800
395
$4.09M 0.04%
74,861
-3,814
396
$4.08M 0.04%
100,100
397
$4.08M 0.04%
38,860
+30,000
398
$4.08M 0.04%
57,350
399
$4.02M 0.04%
88,825
+1,600
400
$4M 0.04%
63,080
-600
14 15
16
17 18