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
426
$3.65M 0.04%
94,874
-5,061
427
$3.65M 0.04%
87,222
+3,609
428
$3.64M 0.04%
41,960
-100
429
$3.63M 0.04%
24,410
-100
430
$3.63M 0.04%
57,464
+13,300
431
$3.61M 0.04%
40,480
+200
432
$3.58M 0.04%
245,820
-7,700
433
$3.58M 0.04%
214,524
+88,381
434
$3.57M 0.04%
67,386
+8,186
435
$3.55M 0.04%
135,357
+10,617
436
$3.55M 0.04%
73,880
-3,150
437
$3.55M 0.04%
31,200
438
$3.54M 0.04%
44,020
+2,400
439
$3.53M 0.04%
25,740
-2,150
440
$3.53M 0.04%
37,200
-22,134
441
$3.53M 0.04%
25,000
+300
442
$3.53M 0.04%
217,679
443
$3.52M 0.04%
55,260
-64,293
444
$3.5M 0.04%
36,880
+6,992
445
$3.48M 0.04%
61,630
446
$3.47M 0.04%
83,789
-195
447
$3.47M 0.04%
59,276
+1,872
448
$3.46M 0.04%
32,000
+2,000
449
$3.45M 0.04%
54,570
-1,500
450
$3.43M 0.04%
81,213
+1,258
16 17
18
19 20