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
576
$2.2M 0.02%
9,950
+6,100
577
$2.19M 0.02%
71,400
+49,200
578
$2.18M 0.02%
14,480
579
$2.18M 0.02%
50,539
-7,844
580
$2.17M 0.02%
10,445
+2,744
581
$2.16M 0.02%
69,941
+14,315
582
$2.16M 0.02%
50,520
-1,300
583
$2.16M 0.02%
45,518
-2,300
584
$2.16M 0.02%
22,760
-13,966
585
$2.14M 0.02%
95,990
-3,600
586
$2.14M 0.02%
54,857
+8,700
587
$2.14M 0.02%
28,220
588
$2.14M 0.02%
73,267
+17,814
589
$2.11M 0.02%
60,020
-12,000
590
$2.11M 0.02%
23,720
+3,400
591
$2.11M 0.02%
43,500
592
$2.1M 0.02%
109,500
+26,000
593
$2.08M 0.02%
53,150
594
$2.07M 0.02%
38,960
-15,000
595
$2.05M 0.02%
56,364
596
$2.02M 0.02%
27,475
597
$2.02M 0.02%
30,270
+550
598
$2.01M 0.02%
29,848
599
$2.01M 0.02%
20,164
+2,300
600
$2.01M 0.02%
132,600
+22,100
22 23
24
25 26