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
401
$4M 0.04%
40,036
+231
402
$3.99M 0.04%
103,275
-2,165
403
$3.98M 0.04%
119,218
-31,792
404
$3.97M 0.04%
31,900
405
$3.96M 0.04%
13,900
+100
406
$3.96M 0.04%
67,800
+15,705
407
$3.95M 0.04%
82,834
+7,244
408
$3.92M 0.04%
66,046
-2,000
409
$3.91M 0.04%
22,994
+5,111
410
$3.87M 0.04%
130,098
+25,302
411
$3.83M 0.04%
119,053
+29,810
412
$3.82M 0.04%
79,100
+600
413
$3.81M 0.04%
28,300
414
$3.79M 0.03%
250,092
-11,972
415
$3.79M 0.03%
245,965
-40,200
416
$3.77M 0.03%
69,146
-6,550
417
$3.77M 0.03%
38,635
-2,800
418
$3.76M 0.03%
103,210
-8,200
419
$3.74M 0.03%
108,166
+14,406
420
$3.74M 0.03%
305,555
-24,700
421
$3.72M 0.03%
138,337
+32,120
422
$3.72M 0.03%
42,780
+6,625
423
$3.72M 0.03%
48,882
+21,095
424
$3.71M 0.03%
55,539
+7,739
425
$3.7M 0.03%
143,050
-127,650
15 16
17
18 19