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
926
$647K 0.01%
7,525
-3,930
927
$646K 0.01%
57,230
+28,950
928
$641K 0.01%
16,540
929
$640K 0.01%
38,066
+22,791
930
$638K 0.01%
37,208
+13,170
931
$636K 0.01%
12,000
-185
932
$636K 0.01%
20,400
-1,000
933
$635K 0.01%
66,200
+1,000
934
$635K 0.01%
99,500
+64,600
935
$632K 0.01%
5,900
-8,000
936
$629K 0.01%
11,280
+3,080
937
$626K 0.01%
35,684
-14,411
938
$625K 0.01%
19,200
-1,010
939
$625K 0.01%
10,819
+3,359
940
$625K 0.01%
26,545
-500
941
$625K 0.01%
76,709
+20,158
942
$625K 0.01%
7,370
943
$620K 0.01%
1,155
-5
944
$618K 0.01%
120,180
+109,180
945
$616K 0.01%
9,715
-2,054
946
$614K 0.01%
10,000
947
$614K 0.01%
23,627
+5,133
948
$614K 0.01%
10,400
949
$613K 0.01%
6,342
+1,277
950
$611K 0.01%
14,477
36 37
38
39 40