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
801
$959K 0.01%
8,929
-343
802
$957K 0.01%
+21,490
803
$956K 0.01%
7,836
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804
$946K 0.01%
16,565
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805
$946K 0.01%
32,965
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806
$941K 0.01%
5,400
-4,954
807
$937K 0.01%
41,917
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808
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8,000
809
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12,020
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810
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22,700
811
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$922K 0.01%
43,290
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813
$918K 0.01%
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814
$913K 0.01%
22,400
+5,000
815
$913K 0.01%
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816
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-50
818
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10,188
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819
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45,200
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820
$888K 0.01%
4,925
821
$887K 0.01%
+48,477
822
$880K 0.01%
28,606
+1,900
823
$880K 0.01%
40,000
+13,152
824
$878K 0.01%
52,491
-19,707
825
$878K 0.01%
20,045
31 32
33
34 35