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
501
$2.72M 0.03%
18,180
+3,050
502
$2.71M 0.02%
71,169
+19,041
503
$2.71M 0.02%
38,410
+60
504
$2.7M 0.02%
26,135
+3,000
505
$2.7M 0.02%
24,443
+11,783
506
$2.68M 0.02%
28,895
-8,050
507
$2.68M 0.02%
71,157
+7,923
508
$2.67M 0.02%
18,774
+300
509
$2.66M 0.02%
438,220
-53,200
510
$2.66M 0.02%
60,032
-5,600
511
$2.66M 0.02%
5,444
-1,915
512
$2.66M 0.02%
21,790
513
$2.65M 0.02%
234,063
+50,100
514
$2.62M 0.02%
22,951
-3,041
515
$2.61M 0.02%
56,040
-500
516
$2.6M 0.02%
110,344
+17,740
517
$2.6M 0.02%
98,750
518
$2.6M 0.02%
71,583
+23,415
519
$2.6M 0.02%
41,049
+3,807
520
$2.58M 0.02%
84,181
+22,607
521
$2.56M 0.02%
67,250
+17,395
522
$2.56M 0.02%
21,230
+75
523
$2.52M 0.02%
50,895
+1,815
524
$2.52M 0.02%
89,805
-24,015
525
$2.52M 0.02%
34,340
-7,820
19 20
21
22 23