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
51
$44.4M 0.41%
207,000
-18,651
52
$44.3M 0.41%
264,943
+40,348
53
$42.5M 0.39%
271,193
+10,237
54
$42.3M 0.39%
828,023
-8,612
55
$41.5M 0.38%
139,947
+7,552
56
$41.4M 0.38%
703,381
-76,397
57
$41.3M 0.38%
305,886
+8,362
58
$40.7M 0.37%
281,612
-3,302
59
$40.4M 0.37%
190,611
+2,814
60
$38.8M 0.36%
283,014
-501
61
$38.8M 0.36%
55,200
+7,937
62
$38.6M 0.35%
205,929
+2,051
63
$38.2M 0.35%
418,373
+3,471
64
$37.8M 0.35%
130,368
+18,646
65
$36.5M 0.34%
194,455
-1,431
66
$36.1M 0.33%
490,458
+30,386
67
$35.6M 0.33%
507,844
-15,140
68
$34.9M 0.32%
301,901
-1,569
69
$33.9M 0.31%
1,074,190
+68,370
70
$33.3M 0.31%
1,301,476
-94,894
71
$33.3M 0.31%
255,083
+6,588
72
$32.9M 0.3%
179,704
-2,838
73
$32.2M 0.3%
20,219
+1,035
74
$32M 0.29%
87,798
-8,799
75
$31.6M 0.29%
297,031
+9,636
1 2
3
4 5