Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
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 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2076
– –
-5,300
2077
– –
-11,600
2078
– –
-15,000
2079
– –
-2
2080
– –
-1,190
2081
– –
-420
2082
$0 ﹤0.01%
25
-32,505
2083
– –
-2,000
2084
– –
-1,000
2085
– –
-3,200
2086
– –
-56
2087
– –
-1,660
2088
– –
-790
2089
– –
-9,350
2090
– –
-6,000
2091
$0 ﹤0.01%
6
-1
2092
– –
-140
2093
– –
-495
2094
– –
-1,550
2095
– –
-6,159
2096
– –
-950
2097
– –
-6,855
2098
– –
-7,400
2099
– –
-2,700
2100
– –
-1,000
82 83
84
85 86