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
576
$2.1M 0.02%
18,700
+1,500
577
$2.1M 0.02%
88,215
+26,664
578
$2.08M 0.02%
35,277
+25,556
579
$2.08M 0.02%
131,425
+175
580
$2.07M 0.02%
26,600
581
$2.03M 0.02%
27,795
-3,265
582
$2.02M 0.02%
29,948
+90
583
$2.02M 0.02%
68,128
+12,226
584
$2.01M 0.02%
48,488
-1,000
585
$1.98M 0.02%
29,905
586
$1.98M 0.02%
122,950
+207
587
$1.95M 0.02%
33,271
+2,752
588
$1.95M 0.02%
34,993
+13,933
589
$1.94M 0.02%
90,533
-22,710
590
$1.94M 0.02%
25,575
+629
591
$1.93M 0.02%
29,745
+5,085
592
$1.92M 0.02%
24,700
+200
593
$1.91M 0.02%
51,130
+9,052
594
$1.91M 0.02%
59,227
+25,770
595
$1.9M 0.02%
221,311
+45,773
596
$1.9M 0.02%
16,700
597
$1.89M 0.02%
79,686
-500
598
$1.89M 0.02%
29,080
+12,060
599
$1.88M 0.02%
22,195
+1,600
600
$1.87M 0.02%
13,400
+30
22 23
24
25 26