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
601
$1.86M 0.02%
37,585
-2,000
602
$1.86M 0.02%
24,800
603
$1.86M 0.02%
95,200
+3,900
604
$1.85M 0.02%
32,410
605
$1.85M 0.02%
55,788
+16,356
606
$1.84M 0.02%
13,901
+2,206
607
$1.84M 0.02%
28,500
-1,500
608
$1.83M 0.02%
38,620
+13,810
609
$1.83M 0.02%
43,823
-1,950
610
$1.82M 0.02%
96,423
+28,740
611
$1.82M 0.02%
17,000
612
$1.81M 0.02%
63,545
+1,345
613
$1.81M 0.02%
30,500
+2,900
614
$1.8M 0.02%
33,205
-3,900
615
$1.8M 0.02%
151,468
+1,546
616
$1.8M 0.02%
43,472
+12,254
617
$1.8M 0.02%
8,300
-200
618
$1.79M 0.02%
16,180
+2,500
619
$1.78M 0.02%
+31,200
620
$1.78M 0.02%
86,140
-1,007
621
$1.74M 0.02%
39,800
622
$1.73M 0.02%
19,900
+9,000
623
$1.73M 0.02%
44,575
-5,000
624
$1.72M 0.02%
44,800
-350
625
$1.72M 0.02%
49,182
+13,662
23 24
25
26 27