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
526
$2.51M 0.02%
64,694
+14,268
527
$2.51M 0.02%
44,250
-11,470
528
$2.5M 0.02%
16,858
+4,378
529
$2.49M 0.02%
166,182
+28,790
530
$2.47M 0.02%
44,850
531
$2.46M 0.02%
10,400
-300
532
$2.46M 0.02%
48,990
-611
533
$2.44M 0.02%
86,169
-75
534
$2.43M 0.02%
57,575
-4,600
535
$2.43M 0.02%
122,434
-51
536
$2.42M 0.02%
94,030
-3,020
537
$2.42M 0.02%
88,160
-7,205
538
$2.41M 0.02%
115,021
-76,610
539
$2.4M 0.02%
32,195
-3,860
540
$2.38M 0.02%
110,211
-29,980
541
$2.38M 0.02%
12,830
-270
542
$2.37M 0.02%
35,336
-1,095
543
$2.35M 0.02%
42,497
+10,350
544
$2.35M 0.02%
5,200
+364
545
$2.35M 0.02%
126,059
+1,800
546
$2.35M 0.02%
121,369
547
$2.34M 0.02%
43,000
548
$2.33M 0.02%
63,360
-2,650
549
$2.31M 0.02%
29,170
-3,077
550
$2.28M 0.02%
700
20 21
22
23 24