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
2126
-260
2127
-495
2128
-1,550
2129
-6,159
2130
-950
2131
-6,855
2132
-7,400
2133
-2,700
2134
-1,000
2135
-400
2136
-26,960
2137
-23,660
2138
-1,140
2139
-6,600
2140
-32,980
2141
-15,970
2142
-13,950
2143
-106,550
2144
-540
2145
-1,500
2146
-180
2147
-94,206
2148
-16,140
2149
-325,113
2150
$0 ﹤0.01%
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