test

Richard M. Dolson

@Nisa Investment Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$25.786BTotal holdings3006
Assets growth rate52.63%Assets growth rate (2-Q avg)29.44%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Nisa Investment Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 3006 positions.

Assets under management

The assets under management (AUM) of Nisa Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 25.786B in assets, with a quarterly growth rate of 52.63% and a 2-quarter average growth rate of 29.44%. The portfolio is managed by Richard M. Dolson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TTTrane Technologies Plc
Recent Activity
Increased 45.82%
0.19%
$47.558M
128,762 shares@ $369.36 avg price
AMTAmerican Tower Corp
Recent Activity
Decreased -5.53%
0.19%
$46.746M
252,511 shares@ $185.13 avg price
TJXTjx Cos Inc The
Recent Activity
Decreased -0.38%
0.18%
$46.158M
382,072 shares@ $120.81 avg price
PFEPfizer Inc
Recent Activity
Decreased -0.99%
0.18%
$45.762M
1.725M shares@ $26.53 avg price
ETNEaton Corp Plc
Recent Activity
Decreased -0.35%
0.18%
$45.121M
135,961 shares@ $331.87 avg price
SYKStryker Corp
Recent Activity
Increased 21.21%
0.18%
$44.965M
124,596 shares@ $360.89 avg price
MDTMedtronic Plc
Recent Activity
Increased 17.88%
0.18%
$44.693M
554,650 shares@ $80.58 avg price
AMGNAmgen Inc
Recent Activity
Increased 0.49%
0.18%
$44.483M
170,668 shares@ $260.65 avg price
MSIMotorola Solutions Inc
Recent Activity
Increased 13.1%
0.18%
$44.251M
95,507 shares@ $463.33 avg price
VEUVanguard Ftse All-world Ex-us Etf
Recent Activity
0.18%
$44.194M
769,800 shares@ $57.41 avg price