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
2051
$2K ﹤0.01%
320
2052
$2K ﹤0.01%
61
2053
$2K ﹤0.01%
1,345
-4,195
2054
$2K ﹤0.01%
200
-2,400
2055
$1K ﹤0.01%
972
2056
$1K ﹤0.01%
12
-176
2057
$1K ﹤0.01%
60
2058
$1K ﹤0.01%
105
2059
– –
-7,475
2060
– –
-57,331
2061
– –
-700
2062
– –
-500
2063
– –
-10,000
2064
– –
-530
2065
– –
-2,000
2066
– –
-11,486
2067
– –
-54
2068
– –
-7,430
2069
– –
-24,000
2070
– –
-2,130
2071
– –
-8,700
2072
– –
-5,700
2073
– –
-580
2074
– –
-17,500
2075
– –
-1,500
81 82
83
84 85