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
101
$24.1M 0.22%
224,248
-6,020
102
$24M 0.22%
246,116
+4,910
103
$24M 0.22%
610,737
+40,100
104
$23.2M 0.21%
383,025
+10,079
105
$23M 0.21%
42,302
+1,603
106
$22.9M 0.21%
709,130
+20,250
107
$22.8M 0.21%
85,290
-702
108
$22.8M 0.21%
82,952
-2,488
109
$22.7M 0.21%
179,531
-100
110
$22.7M 0.21%
133,823
-2,336
111
$22.6M 0.21%
468,904
+8,170
112
$22.2M 0.2%
292,348
+36,510
113
$22.1M 0.2%
601,246
+17,842
114
$22M 0.2%
110,559
-994
115
$21.7M 0.2%
413,031
+42,120
116
$21.6M 0.2%
152,874
-2,306
117
$21.5M 0.2%
111,943
+15,282
118
$21.3M 0.2%
118,036
-14,447
119
$21.1M 0.19%
68,634
-1,198
120
$20.7M 0.19%
117,935
-200
121
$20.4M 0.19%
255,139
-4,031
122
$20.1M 0.19%
191,364
-11,728
123
$20.1M 0.18%
316,159
+12,492
124
$19.8M 0.18%
229,860
-14,014
125
$19.5M 0.18%
124,011
+1,551
3 4
5
6 7