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
876
$769K 0.01%
31,365
+210
877
$767K 0.01%
118,220
+117,070
878
$767K 0.01%
10,660
879
$767K 0.01%
66,750
-11,509
880
$766K 0.01%
6,690
+210
881
$765K 0.01%
56,013
+13,841
882
$763K 0.01%
57,100
883
$762K 0.01%
26,771
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884
$760K 0.01%
44,313
885
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27,099
+10,949
886
$753K 0.01%
16,250
887
$751K 0.01%
3,800
888
$750K 0.01%
2,405
+300
889
$748K 0.01%
45,006
+12,719
890
$744K 0.01%
8,558
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891
$740K 0.01%
17,890
892
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893
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20,855
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894
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895
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18,709
-2,000
896
$728K 0.01%
13,000
897
$727K 0.01%
17,300
+1,400
898
$725K 0.01%
43,215
+42,465
899
$715K 0.01%
46,755
+9,661
900
$715K 0.01%
46,787
+10,050
34 35
36
37 38