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
451
$3.43M 0.04%
84,290
+10,250
452
$3.42M 0.04%
28,566
-5,158
453
$3.4M 0.04%
28,866
454
$3.37M 0.03%
578,054
455
$3.36M 0.03%
29,285
-1,634
456
$3.36M 0.03%
51,092
457
$3.35M 0.03%
88,700
+5,000
458
$3.34M 0.03%
17,320
-100
459
$3.33M 0.03%
28,925
+500
460
$3.32M 0.03%
70,850
+22,600
461
$3.3M 0.03%
25,677
-400
462
$3.29M 0.03%
24,000
+2,000
463
$3.29M 0.03%
38,980
-50
464
$3.28M 0.03%
28,970
-5,900
465
$3.26M 0.03%
66,540
+10,000
466
$3.23M 0.03%
30,150
-75
467
$3.21M 0.03%
52,400
468
$3.21M 0.03%
104,103
-4,260
469
$3.21M 0.03%
51,640
+300
470
$3.19M 0.03%
75,845
+2,500
471
$3.18M 0.03%
151,820
472
$3.18M 0.03%
51,880
-1,849
473
$3.16M 0.03%
18,560
-2,050
474
$3.14M 0.03%
119,670
-250
475
$3.14M 0.03%
62,290
-6,800
17 18
19
20 21