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
901
$712K 0.01%
31,300
+6,990
902
$712K 0.01%
3,181
+2,091
903
$711K 0.01%
14,015
+5
904
$710K 0.01%
60,600
+9,150
905
$708K 0.01%
20,561
+15,100
906
$707K 0.01%
20,400
+2,500
907
$706K 0.01%
36,666
908
$700K 0.01%
10,430
+120
909
$697K 0.01%
25,190
+4,740
910
$695K 0.01%
20,092
+5,911
911
$694K 0.01%
17,120
+6,100
912
$684K 0.01%
56,531
+2,412
913
$684K 0.01%
7,000
914
$683K 0.01%
15,400
-705
915
$683K 0.01%
16,771
916
$677K 0.01%
11,450
+700
917
$673K 0.01%
15,140
-10
918
$667K 0.01%
13,385
+85
919
$660K 0.01%
35,219
-8,900
920
$659K 0.01%
55,706
+16,424
921
$657K 0.01%
10,740
-130
922
$656K 0.01%
+16,300
923
$654K 0.01%
23,396
924
$653K 0.01%
6,515
-5
925
$650K 0.01%
2,100
+1,450
35 36
37
38 39