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
451
$3.3M 0.03%
60,469
452
$3.3M 0.03%
76,415
+1,100
453
$3.28M 0.03%
79,880
454
$3.27M 0.03%
27,598
+7,425
455
$3.27M 0.03%
67,664
-675
456
$3.26M 0.03%
65,565
-1,025
457
$3.19M 0.03%
248,157
-18,482
458
$3.17M 0.03%
139,533
-24,300
459
$3.17M 0.03%
31,145
-400
460
$3.17M 0.03%
93,034
-33,190
461
$3.16M 0.03%
67,390
-12,800
462
$3.13M 0.03%
16,500
463
$3.13M 0.03%
74,660
+3,450
464
$3.13M 0.03%
242,305
+66,869
465
$3.12M 0.03%
95,675
-1,399
466
$3.09M 0.03%
29,890
-520
467
$3.08M 0.03%
81,172
+15,878
468
$3.08M 0.03%
41,210
-1,800
469
$3.06M 0.03%
53,763
-16,069
470
$3.06M 0.03%
93,005
471
$3.06M 0.03%
119,180
+270
472
$3.03M 0.03%
26,670
-300
473
$3.03M 0.03%
114,288
+27,652
474
$3.03M 0.03%
15,240
-180
475
$3M 0.03%
253,314
+8,000
17 18
19
20 21