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
151
$15.7M 0.14%
82,660
152
$15.7M 0.14%
101,697
+8,567
153
$15.5M 0.14%
80,884
-9,583
154
$15.5M 0.14%
24,866
-5,191
155
$15.4M 0.14%
389,800
156
$15.4M 0.14%
79,737
-3,764
157
$15.3M 0.14%
147,330
+40,708
158
$15M 0.14%
208,563
+2,290
159
$14.9M 0.14%
129,858
+13,255
160
$14.8M 0.14%
435,749
-14,790
161
$14.6M 0.13%
235,837
-39,610
162
$14.6M 0.13%
248,187
+63,566
163
$14.5M 0.13%
89,649
+12,760
164
$14.5M 0.13%
136,533
-13,100
165
$14.3M 0.13%
175,683
+60,002
166
$14.3M 0.13%
161,319
+48,792
167
$14.2M 0.13%
48,700
+990
168
$14.2M 0.13%
171,604
-8,175
169
$14.2M 0.13%
419,916
+10,775
170
$13.9M 0.13%
99,022
+2,224
171
$13.6M 0.12%
155,070
+13,771
172
$13.3M 0.12%
76,263
+5,098
173
$13.3M 0.12%
762,325
+92,981
174
$13.2M 0.12%
549,160
-10,000
175
$13.1M 0.12%
312,041
-2,639
5 6
7
8 9