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
951
$611K 0.01%
62,288
+22,676
952
$611K 0.01%
14,600
953
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25,527
+23,360
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2,365
-4,583
955
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9,000
-180
956
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957
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22,463
-382
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959
$598K 0.01%
20,132
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960
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64,400
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961
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53,520
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31,350
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963
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44,669
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964
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44,160
+5,360
965
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2,925
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28,405
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-30
968
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32,200
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969
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48,435
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971
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20,800
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$575K 0.01%
23,200
973
$574K 0.01%
43,010
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974
$574K 0.01%
37,030
-2,000
975
$572K 0.01%
21,300
37 38
39
40 41