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
26
$72.7M 0.67%
417,320
-5
27
$70.1M 0.64%
2,259,369
-23,580
28
$69.5M 0.64%
1,526,770
+62,270
29
$67.8M 0.62%
1,738,462
-16,230
30
$67.4M 0.62%
410,408
+21,929
31
$67.4M 0.62%
509,246
+18,968
32
$67.2M 0.62%
735,106
+34,949
33
$65.5M 0.6%
367,007
-26,649
34
$65.4M 0.6%
1,638,999
+49,653
35
$61.7M 0.57%
1,378,850
+45,782
36
$60.3M 0.55%
613,816
+122,672
37
$58.8M 0.54%
1,316,390
-11,775
38
$57.8M 0.53%
1,046,594
-15,859
39
$56.5M 0.52%
633,568
-32,574
40
$56.5M 0.52%
306,164
+4,254
41
$56.2M 0.52%
442,484
-7,482
42
$53.7M 0.49%
148,273
+50
43
$51.9M 0.48%
449,839
-1,060
44
$51.4M 0.47%
303,778
-7,315
45
$50.7M 0.47%
1,065,893
-69,100
46
$50.1M 0.46%
536,598
+64,117
47
$50M 0.46%
545,291
+14,013
48
$48.4M 0.45%
493,439
+15,000
49
$48.3M 0.44%
627,676
+124,364
50
$44.8M 0.41%
147,748
-332
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