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
201
$11M 0.1%
42,873
+2,273
202
$10.8M 0.1%
296,170
+43,321
203
$10.7M 0.1%
171,251
-1,839
204
$10.7M 0.1%
54,940
-350
205
$10.6M 0.1%
510,700
206
$10.5M 0.1%
152,550
+9,799
207
$10.2M 0.09%
95,385
-260
208
$10.1M 0.09%
81,598
-14,075
209
$10M 0.09%
144,607
+6,007
210
$10M 0.09%
199,100
-16,000
211
$10M 0.09%
190,022
-1,470
212
$9.97M 0.09%
88,847
+12,488
213
$9.95M 0.09%
327,750
-18,700
214
$9.86M 0.09%
112,875
+200
215
$9.8M 0.09%
179,340
-29,406
216
$9.7M 0.09%
111,570
-23,413
217
$9.66M 0.09%
56,913
-10,300
218
$9.62M 0.09%
11,945
+200
219
$9.55M 0.09%
134,640
+2,500
220
$9.41M 0.09%
447,000
+13,250
221
$9.38M 0.09%
265,022
+28,995
222
$9.37M 0.09%
62,447
+1,550
223
$9.29M 0.09%
33,859
-1,889
224
$9.24M 0.09%
102,191
+14,727
225
$9.14M 0.08%
407,111
+80,799
7 8
9
10 11