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
351
$4.77M 0.05%
62,057
-10,023
352
$4.77M 0.05%
192,390
-28,800
353
$4.76M 0.05%
43,369
+22,620
354
$4.76M 0.05%
72,930
-250
355
$4.74M 0.05%
183,280
-3,400
356
$4.7M 0.05%
44,799
357
$4.68M 0.05%
107,697
-900
358
$4.65M 0.05%
82,205
-970
359
$4.63M 0.05%
77,565
-7,000
360
$4.58M 0.05%
121,026
+2,980
361
$4.55M 0.05%
89,057
-10
362
$4.53M 0.05%
36,548
+5,458
363
$4.53M 0.05%
102,374
+350
364
$4.51M 0.05%
18,145
-300
365
$4.51M 0.05%
52,470
366
$4.49M 0.05%
175,275
+8,100
367
$4.47M 0.05%
73,500
368
$4.46M 0.05%
46,001
+10,000
369
$4.46M 0.05%
80,628
-19,585
370
$4.46M 0.05%
143,819
+3,803
371
$4.45M 0.05%
36,925
-6,606
372
$4.43M 0.05%
26,261
+1,200
373
$4.37M 0.05%
101,350
-1,100
374
$4.3M 0.04%
83,450
-7,242
375
$4.28M 0.04%
48,641
-6,396
13 14
15
16 17