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
551
$2.39M 0.02%
21,100
552
$2.38M 0.02%
91,093
-32,478
553
$2.37M 0.02%
44,750
-9,850
554
$2.37M 0.02%
44,020
555
$2.36M 0.02%
113,325
-10,000
556
$2.35M 0.02%
66,800
557
$2.35M 0.02%
104,925
+77,193
558
$2.35M 0.02%
93,124
-7,300
559
$2.34M 0.02%
182,500
560
$2.33M 0.02%
30,370
561
$2.32M 0.02%
14,600
-3,700
562
$2.31M 0.02%
71,400
563
$2.31M 0.02%
51,461
-159
564
$2.3M 0.02%
27,403
-110
565
$2.29M 0.02%
10,620
+40
566
$2.28M 0.02%
18,022
-3,681
567
$2.27M 0.02%
94,600
-15,755
568
$2.27M 0.02%
41,400
+2,400
569
$2.25M 0.02%
21,650
+9,000
570
$2.25M 0.02%
8,200
-2,250
571
$2.22M 0.02%
633
-53
572
$2.22M 0.02%
59,749
573
$2.21M 0.02%
53,100
+5,050
574
$2.21M 0.02%
39,141
575
$2.21M 0.02%
132,000
+22,000
21 22
23
24 25