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
2001
$6K ﹤0.01%
55
2002
$6K ﹤0.01%
+80
2003
$6K ﹤0.01%
180
-1,240
2004
$5K ﹤0.01%
80
-390
2005
$5K ﹤0.01%
110
-580
2006
$5K ﹤0.01%
1,335
+275
2007
$5K ﹤0.01%
50
2008
$5K ﹤0.01%
+410
2009
$5K ﹤0.01%
450
2010
$5K ﹤0.01%
2,200
2011
$5K ﹤0.01%
+1,400
2012
$5K ﹤0.01%
2,260
+1,060
2013
$5K ﹤0.01%
980
2014
$5K ﹤0.01%
350
-950
2015
$4K ﹤0.01%
52
2016
$4K ﹤0.01%
540
2017
$4K ﹤0.01%
110
-6,680
2018
$4K ﹤0.01%
210
2019
$4K ﹤0.01%
+76
2020
$4K ﹤0.01%
100
2021
$4K ﹤0.01%
74
-280
2022
$4K ﹤0.01%
350
2023
$4K ﹤0.01%
147
+24
2024
$4K ﹤0.01%
71
+23
2025
$4K ﹤0.01%
350
79 80
81
82 83