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
851
$815K 0.01%
16,457
852
$812K 0.01%
108,200
+16,400
853
$812K 0.01%
77,100
+12,800
854
$812K 0.01%
113,822
+11,562
855
$809K 0.01%
4,700
+200
856
$807K 0.01%
4,100
857
$806K 0.01%
19,180
+420
858
$806K 0.01%
16,200
-365
859
$804K 0.01%
32,675
-5,425
860
$796K 0.01%
27,764
+9,401
861
$790K 0.01%
21,800
+6,010
862
$790K 0.01%
10,400
-230
863
$787K 0.01%
11,167
-3,235
864
$786K 0.01%
20,900
+200
865
$786K 0.01%
17,930
866
$786K 0.01%
27,900
+18,300
867
$783K 0.01%
25,622
+1,370
868
$781K 0.01%
34,751
+6,798
869
$781K 0.01%
6,322
+5,942
870
$780K 0.01%
31,960
+4,024
871
$780K 0.01%
26,820
872
$780K 0.01%
101,157
-18,141
873
$777K 0.01%
30,000
+210
874
$773K 0.01%
4,430
875
$771K 0.01%
5,248
-2,110
33 34
35
36 37