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
651
$1.51M 0.01%
14,250
+90
652
$1.5M 0.01%
30,545
-3,771
653
$1.5M 0.01%
16,050
-250
654
$1.5M 0.01%
83,610
655
$1.5M 0.01%
8,385
+130
656
$1.49M 0.01%
50,597
-52,141
657
$1.47M 0.01%
51,947
-4,500
658
$1.47M 0.01%
63,800
659
$1.46M 0.01%
38,983
+14,173
660
$1.46M 0.01%
91,850
+1,475
661
$1.46M 0.01%
27,840
662
$1.46M 0.01%
22,696
+7,013
663
$1.45M 0.01%
61,030
+110
664
$1.43M 0.01%
29,820
+50
665
$1.43M 0.01%
23,280
-50
666
$1.43M 0.01%
84,869
-7,410
667
$1.43M 0.01%
21,608
-700
668
$1.41M 0.01%
48,060
-3,000
669
$1.41M 0.01%
6,936
670
$1.41M 0.01%
18,770
-12,839
671
$1.41M 0.01%
166,735
+5,628
672
$1.4M 0.01%
109,455
-24,886
673
$1.4M 0.01%
36,600
-900
674
$1.4M 0.01%
36,230
-1,200
675
$1.4M 0.01%
19,900
25 26
27
28 29