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
726
$1.21M 0.01%
6,450
-100
727
$1.2M 0.01%
37,450
-12,100
728
$1.2M 0.01%
49,300
+1,450
729
$1.2M 0.01%
19,920
730
$1.19M 0.01%
31,614
+4,986
731
$1.19M 0.01%
41,965
-2,100
732
$1.19M 0.01%
31,741
-7,943
733
$1.19M 0.01%
120,334
+7,481
734
$1.18M 0.01%
34,221
-10,950
735
$1.18M 0.01%
27,800
+10,900
736
$1.18M 0.01%
+21,500
737
$1.17M 0.01%
101,415
-25,396
738
$1.17M 0.01%
25,010
739
$1.17M 0.01%
93,500
-3,700
740
$1.17M 0.01%
18,223
+3,198
741
$1.16M 0.01%
49,600
-6,700
742
$1.16M 0.01%
60,275
+34,175
743
$1.16M 0.01%
1,260
-20
744
$1.16M 0.01%
83,401
+12,542
745
$1.15M 0.01%
18,500
+2,100
746
$1.15M 0.01%
6,750
747
$1.15M 0.01%
6,100
-385
748
$1.15M 0.01%
38,651
+35,556
749
$1.15M 0.01%
+53,700
750
$1.15M 0.01%
8,260
28 29
30
31 32