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
$9.71B
AUM Growth
+$822M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,892
New
Increased
Reduced
Closed

Top Buys

1
+$115M
2
+$87.5M
3
+$41.8M
4
XOM icon
Exxon Mobil
XOM
+$31.5M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$22.8M

Top Sells

1
+$31.5M
2
+$12M
3
+$5.91M
4
BCR
CR Bard Inc.
BCR
+$5.84M
5
KO icon
Coca-Cola
KO
+$4.33M

Sector Composition

1 Technology 16.04%
2 Financials 15.61%
3 Healthcare 13.18%
4 Industrials 10.72%
5 Communication Services 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.51M 0.09%
50,155
-1,200
227
$8.51M 0.09%
30,845
+200
228
$8.51M 0.09%
71,340
+2,000
229
$8.49M 0.09%
122,133
-10,600
230
$8.47M 0.09%
188,800
231
$8.42M 0.09%
99,375
-50
232
$8.37M 0.09%
101,966
-749
233
$8.34M 0.09%
71,141
+309
234
$8.29M 0.09%
91,773
235
$8.24M 0.08%
180,641
+1,264
236
$8.23M 0.08%
118,143
+2,867
237
$8.21M 0.08%
21,835
-1,641
238
$8.19M 0.08%
55,076
+5,650
239
$8.14M 0.08%
71,194
+483
240
$8.12M 0.08%
506,580
+10,500
241
$7.9M 0.08%
202,804
242
$7.89M 0.08%
416,147
+59,776
243
$7.83M 0.08%
84,577
+5,264
244
$7.83M 0.08%
82,410
-200
245
$7.78M 0.08%
151,866
-24,902
246
$7.76M 0.08%
206,097
-1,100
247
$7.76M 0.08%
120,080
+6,950
248
$7.74M 0.08%
161,013
-3,280
249
$7.71M 0.08%
34,679
-1,662
250
$7.63M 0.08%
92,962
-3,078
8 9
10
11 12