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
126
$19.4M 0.18%
80,419
+869
127
$19.4M 0.18%
383,248
-34,048
128
$19.3M 0.18%
58,483
+349
129
$19.1M 0.18%
47,238
+3,723
130
$19.1M 0.18%
508,808
+32,468
131
$19.1M 0.18%
117,413
+1,064
132
$19.1M 0.18%
99,009
+2,793
133
$18.9M 0.17%
366,259
+3,290
134
$18.2M 0.17%
148,405
-300
135
$17.7M 0.16%
192,935
+2,950
136
$17.6M 0.16%
301,008
-3,660
137
$17.6M 0.16%
243,900
138
$17.5M 0.16%
48,506
+2,452
139
$17.5M 0.16%
331,923
+14,000
140
$17M 0.16%
43,885
-50
141
$16.9M 0.16%
70,548
+12,739
142
$16.8M 0.15%
233,409
-500
143
$16.8M 0.15%
88,880
+9,570
144
$16.7M 0.15%
111,822
+869
145
$16.6M 0.15%
131,054
-48,049
146
$16.4M 0.15%
72,409
-1,767
147
$16.1M 0.15%
261,350
-9,316
148
$16.1M 0.15%
166,045
-13,667
149
$16M 0.15%
276,877
+39,650
150
$15.8M 0.15%
450,678
+67,072
4 5
6
7 8