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
526
$2.6M 0.03%
14,800
527
$2.6M 0.03%
58,960
+2,000
528
$2.59M 0.03%
27,420
529
$2.59M 0.03%
22,737
-3,350
530
$2.58M 0.03%
36,076
+861
531
$2.58M 0.03%
77,410
-350
532
$2.56M 0.03%
134,861
-8,350
533
$2.55M 0.03%
49,334
-1,100
534
$2.54M 0.03%
79,220
535
$2.53M 0.03%
28,975
536
$2.53M 0.03%
46,060
-1,200
537
$2.52M 0.03%
39,805
-2,800
538
$2.5M 0.03%
44,670
-200
539
$2.5M 0.03%
10,700
+900
540
$2.5M 0.03%
48,810
541
$2.48M 0.03%
242,620
-23,669
542
$2.48M 0.03%
30,200
+1,000
543
$2.47M 0.03%
14,900
544
$2.47M 0.03%
87,720
-6,550
545
$2.47M 0.03%
37,670
-8,900
546
$2.43M 0.03%
88,300
-13,700
547
$2.42M 0.02%
37,088
548
$2.41M 0.02%
55,930
+6,200
549
$2.4M 0.02%
16,200
-2,000
550
$2.39M 0.02%
2,100
+300
20 21
22
23 24