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
1551
$61K ﹤0.01%
1,000
1552
$61K ﹤0.01%
53
1553
$60K ﹤0.01%
1,475
+195
1554
$60K ﹤0.01%
6,800
-1,017
1555
$59K ﹤0.01%
1,026
-7
1556
$59K ﹤0.01%
1,600
1557
$59K ﹤0.01%
5,486
+1,441
1558
$59K ﹤0.01%
515
-245
1559
$59K ﹤0.01%
1,175
+60
1560
$59K ﹤0.01%
4,573
+1,201
1561
$59K ﹤0.01%
11,200
1562
$59K ﹤0.01%
6,000
-2,000
1563
$58K ﹤0.01%
6,382
-3,642
1564
$57K ﹤0.01%
108
+9
1565
$57K ﹤0.01%
3,580
1566
$57K ﹤0.01%
33,651
+8,843
1567
$56K ﹤0.01%
521
1568
$56K ﹤0.01%
4,120
-1,190
1569
$56K ﹤0.01%
375
1570
$56K ﹤0.01%
3,090
-1,360
1571
$55K ﹤0.01%
6,086
+1,869
1572
$55K ﹤0.01%
4,600
-750
1573
$54K ﹤0.01%
754
-162
1574
$54K ﹤0.01%
4,800
1575
$54K ﹤0.01%
2,401
+164