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
251
$7.63M 0.08%
120,012
-2,000
252
$7.51M 0.08%
127,374
+6,039
253
$7.46M 0.08%
58,320
-500
254
$7.46M 0.08%
116,972
+27,075
255
$7.43M 0.08%
75,290
256
$7.4M 0.08%
52,940
-6,784
257
$7.33M 0.08%
130,207
-810
258
$7.28M 0.08%
165,692
-547
259
$7.25M 0.07%
15,991
+898
260
$7.24M 0.07%
108,167
-330
261
$7.22M 0.07%
130,612
+6,782
262
$7.19M 0.07%
262,078
+29,975
263
$7.18M 0.07%
106,495
-450
264
$7.1M 0.07%
51,839
+699
265
$7.06M 0.07%
47,860
266
$7.05M 0.07%
134,885
-1,100
267
$7.04M 0.07%
184,776
-5,319
268
$7.01M 0.07%
65,365
269
$6.94M 0.07%
173,052
-8,810
270
$6.91M 0.07%
53,106
+1,490
271
$6.89M 0.07%
188,621
-1,305
272
$6.87M 0.07%
126,040
-2,400
273
$6.85M 0.07%
94,000
274
$6.83M 0.07%
113,843
+1,777
275
$6.8M 0.07%
130,695
+1,140
9 10
11
12 13