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
501
$2.88M 0.03%
112,000
-2,800
502
$2.87M 0.03%
56,402
-300
503
$2.85M 0.03%
78,700
+200
504
$2.85M 0.03%
39,740
505
$2.82M 0.03%
11,600
506
$2.81M 0.03%
66,125
-900
507
$2.81M 0.03%
53,760
508
$2.81M 0.03%
69,880
509
$2.76M 0.03%
52,200
+8,000
510
$2.75M 0.03%
83,680
+13,050
511
$2.75M 0.03%
50,975
-2,800
512
$2.74M 0.03%
50,843
-8,050
513
$2.73M 0.03%
15,100
514
$2.71M 0.03%
47,150
515
$2.71M 0.03%
41,242
+10,250
516
$2.71M 0.03%
66,544
-5,196
517
$2.7M 0.03%
21,696
+4,800
518
$2.68M 0.03%
35,050
+2,800
519
$2.67M 0.03%
41,340
+1,679
520
$2.66M 0.03%
27,180
521
$2.66M 0.03%
52,200
+3,000
522
$2.65M 0.03%
36,105
523
$2.64M 0.03%
90,655
-682
524
$2.63M 0.03%
102,300
-2,300
525
$2.62M 0.03%
17,177
19 20
21
22 23