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
601
$2M 0.02%
99,403
+5,950
602
$2M 0.02%
85,600
+22,000
603
$2M 0.02%
39,360
+3,000
604
$2M 0.02%
24,850
+400
605
$1.99M 0.02%
45,378
-1,501
606
$1.99M 0.02%
19,140
607
$1.97M 0.02%
225,770
+84,275
608
$1.97M 0.02%
11,275
-268
609
$1.96M 0.02%
13,400
+2,500
610
$1.96M 0.02%
52,925
-4,100
611
$1.95M 0.02%
20,210
612
$1.94M 0.02%
60,780
+500
613
$1.93M 0.02%
27,600
614
$1.92M 0.02%
70,688
-3,619
615
$1.9M 0.02%
14,650
616
$1.89M 0.02%
30,140
-5,600
617
$1.88M 0.02%
9,971
-479
618
$1.87M 0.02%
82,290
619
$1.87M 0.02%
14,800
-300
620
$1.86M 0.02%
102,721
-42,600
621
$1.86M 0.02%
45,940
622
$1.86M 0.02%
21,894
-2,231
623
$1.86M 0.02%
24,875
624
$1.85M 0.02%
14,260
625
$1.85M 0.02%
27,720
23 24
25
26 27