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
1201
$281K ﹤0.01%
51,153
+10,660
1202
$280K ﹤0.01%
13,270
-16,500
1203
$276K ﹤0.01%
9,040
+240
1204
$274K ﹤0.01%
14,800
1205
$273K ﹤0.01%
53,700
+11,802
1206
$273K ﹤0.01%
8,400
1207
$269K ﹤0.01%
38,711
+9,203
1208
$268K ﹤0.01%
3,000
1209
$267K ﹤0.01%
23,200
-7,700
1210
$266K ﹤0.01%
17,300
1211
$265K ﹤0.01%
10,322
+472
1212
$265K ﹤0.01%
24,800
+5,600
1213
$264K ﹤0.01%
3,252
1214
$264K ﹤0.01%
+10,000
1215
$263K ﹤0.01%
8,310
+97
1216
$262K ﹤0.01%
9,380
1217
$260K ﹤0.01%
3,050
+100
1218
$259K ﹤0.01%
2,275
-7,190
1219
$259K ﹤0.01%
22,704
-28,358
1220
$259K ﹤0.01%
9,413
+4,723
1221
$258K ﹤0.01%
19,926
-4,368
1222
$257K ﹤0.01%
33,870
-11,070
1223
$256K ﹤0.01%
2,200
-200
1224
$254K ﹤0.01%
4,800
1225
$251K ﹤0.01%
8,700
-1,000
47 48
49
50 51