Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
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 16.03%
2 Financials 15.61%
3 Healthcare 13.18%
4 Industrials 10.74%
5 Communication Services 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3.13M 0.03%
43,910
477
$3.11M 0.03%
39,484
478
$3.11M 0.03%
123,988
-200
479
$3.1M 0.03%
76,140
+600
480
$3.1M 0.03%
110,328
-4,044
481
$3.08M 0.03%
56,156
-17,053
482
$3.08M 0.03%
27,505
483
$3.08M 0.03%
30,500
484
$3.06M 0.03%
70,230
-4,100
485
$3.01M 0.03%
14,176
+514
486
$3.01M 0.03%
25,165
-12,720
487
$3.01M 0.03%
59,972
-2,500
488
$3.01M 0.03%
12,728
+550
489
$3M 0.03%
99,020
+30,400
490
$3M 0.03%
150,716
-1,721
491
$2.98M 0.03%
96,000
+1,221
492
$2.97M 0.03%
36,370
493
$2.95M 0.03%
78,105
-26,830
494
$2.94M 0.03%
88,574
-400
495
$2.93M 0.03%
74,030
-100
496
$2.91M 0.03%
50,900
+19,500
497
$2.9M 0.03%
42,576
-8,900
498
$2.9M 0.03%
4,869
+1,200
499
$2.9M 0.03%
31,874
-2,108
500
$2.9M 0.03%
64,615
-22,280
18 19
20
21 22