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
276
$6.8M 0.07%
223,224
-2,493
277
$6.75M 0.07%
51,180
+150
278
$6.74M 0.07%
34,348
-2,221
279
$6.71M 0.07%
371,201
-153,323
280
$6.66M 0.07%
91,070
281
$6.66M 0.07%
105,192
+3,300
282
$6.65M 0.07%
103,648
-399
283
$6.64M 0.07%
81,460
+106
284
$6.61M 0.07%
382,380
+1,150
285
$6.54M 0.07%
150,986
286
$6.52M 0.07%
106,346
-36,600
287
$6.51M 0.07%
87,603
-11,100
288
$6.5M 0.07%
126,120
-8,350
289
$6.41M 0.07%
95,102
+3,980
290
$6.4M 0.07%
41,021
-2,077
291
$6.37M 0.07%
56,147
292
$6.33M 0.07%
77,750
-154
293
$6.29M 0.06%
51,548
294
$6.29M 0.06%
105,570
-75
295
$6.18M 0.06%
160,123
-2,984
296
$6.13M 0.06%
114,750
+4,180
297
$6.06M 0.06%
559,376
+1,381
298
$6.05M 0.06%
95,245
+1,154
299
$5.87M 0.06%
176,490
-5,700
300
$5.83M 0.06%
137,725
+86,888
10 11
12
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