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
626
$1.71M 0.02%
58,157
+14,992
627
$1.7M 0.02%
26,500
+400
628
$1.69M 0.02%
30,510
-500
629
$1.69M 0.02%
49,145
-8,025
630
$1.66M 0.02%
165,835
-75,321
631
$1.65M 0.02%
63,050
632
$1.65M 0.02%
14,335
+30
633
$1.64M 0.02%
44,680
+3,100
634
$1.64M 0.02%
62,467
+880
635
$1.64M 0.02%
28,574
+917
636
$1.63M 0.02%
24,828
+13,672
637
$1.63M 0.02%
28,327
+1,765
638
$1.62M 0.01%
49,130
+11
639
$1.62M 0.01%
67,262
+16,741
640
$1.6M 0.01%
45,792
+18,711
641
$1.59M 0.01%
21,910
-1,000
642
$1.58M 0.01%
70,165
+11,500
643
$1.58M 0.01%
32,870
+2,500
644
$1.56M 0.01%
55,830
-100
645
$1.55M 0.01%
32,798
+185
646
$1.54M 0.01%
114,465
+12,710
647
$1.53M 0.01%
39,005
648
$1.53M 0.01%
46,443
-2,000
649
$1.52M 0.01%
+39,100
650
$1.51M 0.01%
8,500
24 25
26
27 28