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
476
$3M 0.03%
246,552
-28,630
477
$3M 0.03%
24,821
+2,771
478
$3M 0.03%
38,911
+55
479
$2.96M 0.03%
13,755
-1,475
480
$2.96M 0.03%
67,275
+10,294
481
$2.96M 0.03%
27,955
+700
482
$2.92M 0.03%
45,005
-65
483
$2.9M 0.03%
80,500
-10,200
484
$2.89M 0.03%
93,076
+682
485
$2.88M 0.03%
36,785
-1,500
486
$2.86M 0.03%
14,525
-1,500
487
$2.85M 0.03%
6,825
-200
488
$2.83M 0.03%
35,778
+7,799
489
$2.83M 0.03%
25,624
-3,296
490
$2.81M 0.03%
51,152
-17,595
491
$2.81M 0.03%
74,774
492
$2.8M 0.03%
39,920
493
$2.8M 0.03%
24,860
+300
494
$2.77M 0.03%
27,350
+2,400
495
$2.77M 0.03%
29,890
-1,850
496
$2.76M 0.03%
37,590
+27,710
497
$2.75M 0.03%
34,725
+1,400
498
$2.75M 0.03%
40,070
+250
499
$2.74M 0.03%
10,905
+3,970
500
$2.73M 0.03%
15,350
-3,400
18 19
20
21 22