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
401
$3.97M 0.04%
22,400
402
$3.96M 0.04%
33,840
-2,600
403
$3.95M 0.04%
34,528
-1,250
404
$3.94M 0.04%
37,469
+6,450
405
$3.92M 0.04%
124,200
+6,000
406
$3.91M 0.04%
45,940
+3,190
407
$3.91M 0.04%
57,868
-7,000
408
$3.88M 0.04%
195,591
+12,605
409
$3.85M 0.04%
44,910
410
$3.84M 0.04%
123,999
-143
411
$3.82M 0.04%
41,520
+2,000
412
$3.81M 0.04%
167,105
+1,582
413
$3.81M 0.04%
188,627
-1,100
414
$3.8M 0.04%
58,080
-1,000
415
$3.8M 0.04%
26,479
-156
416
$3.8M 0.04%
46,288
-400
417
$3.8M 0.04%
177,580
+800
418
$3.79M 0.04%
32,490
-7,963
419
$3.76M 0.04%
30,020
-4,300
420
$3.76M 0.04%
28,650
-13,927
421
$3.73M 0.04%
86,215
+9,900
422
$3.73M 0.04%
52,252
-316
423
$3.71M 0.04%
26,230
-225
424
$3.7M 0.04%
65,534
-500
425
$3.69M 0.04%
76,420
-200
15 16
17
18 19