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
76
$31.4M 0.29%
330,098
+1,355
77
$31M 0.28%
117,767
+1,156
78
$29.2M 0.27%
479,800
-4,000
79
$29.2M 0.27%
473,295
-4,069
80
$28.9M 0.27%
165,337
-2,550
81
$28.6M 0.26%
96,011
+24,094
82
$28M 0.26%
141,890
+10,028
83
$27.8M 0.26%
54,562
+6,032
84
$27.8M 0.26%
186,673
-100
85
$27.6M 0.25%
399,279
+61,755
86
$27.4M 0.25%
536,769
-14,893
87
$27.3M 0.25%
203,748
-26,022
88
$27.3M 0.25%
82,763
-5,866
89
$27M 0.25%
415,680
-9,315
90
$26.8M 0.25%
562,900
91
$26.4M 0.24%
67,997
-2,268
92
$26.2M 0.24%
358,119
-14,693
93
$26.1M 0.24%
137,511
+486
94
$25.9M 0.24%
1,114,185
-5,220
95
$25.9M 0.24%
295,193
+7,680
96
$25.5M 0.23%
179,628
+87
97
$25.5M 0.23%
423,944
+26,528
98
$25.4M 0.23%
212,101
+2,766
99
$24.6M 0.23%
220,817
-5,170
100
$24.1M 0.22%
103,292
-120
2 3
4
5 6