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
751
$1.15M 0.01%
27,780
+10,150
752
$1.14M 0.01%
25,168
-160
753
$1.14M 0.01%
15,285
754
$1.14M 0.01%
40,440
-3,155
755
$1.14M 0.01%
162,537
+134,197
756
$1.13M 0.01%
55,000
+39,700
757
$1.12M 0.01%
31,855
+4,535
758
$1.12M 0.01%
6,988
+2,718
759
$1.11M 0.01%
21,040
+8,132
760
$1.1M 0.01%
77,160
+13,100
761
$1.09M 0.01%
14,020
-21,088
762
$1.09M 0.01%
31,861
+27,734
763
$1.09M 0.01%
43,125
-1,200
764
$1.07M 0.01%
5,521
+3,871
765
$1.07M 0.01%
107,140
+10,000
766
$1.07M 0.01%
16,800
-400
767
$1.06M 0.01%
5,572
+3,362
768
$1.06M 0.01%
22,215
+155
769
$1.06M 0.01%
27,790
+50
770
$1.06M 0.01%
45,505
-1,750
771
$1.04M 0.01%
14,295
+315
772
$1.04M 0.01%
12,400
-60
773
$1.04M 0.01%
17,700
-200
774
$1.04M 0.01%
30,210
775
$1.03M 0.01%
40,791
+11,945
29 30
31
32 33