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
626
$1.85M 0.02%
49,140
627
$1.83M 0.02%
127,260
-1
628
$1.83M 0.02%
24,020
629
$1.82M 0.02%
28,860
630
$1.82M 0.02%
34,120
+1,400
631
$1.82M 0.02%
35,664
+2,400
632
$1.82M 0.02%
308,300
633
$1.82M 0.02%
38,040
+7,500
634
$1.81M 0.02%
26,155
-2,633
635
$1.81M 0.02%
24,330
636
$1.8M 0.02%
22,900
+3,900
637
$1.8M 0.02%
32,366
-5,932
638
$1.79M 0.02%
30,430
+400
639
$1.79M 0.02%
15,200
640
$1.77M 0.02%
305,500
641
$1.76M 0.02%
30,700
+2,000
642
$1.76M 0.02%
19,220
-1,496
643
$1.75M 0.02%
31,983
+1,450
644
$1.74M 0.02%
28,700
645
$1.74M 0.02%
20,427
646
$1.74M 0.02%
57,922
647
$1.74M 0.02%
44,850
+3,650
648
$1.74M 0.02%
59,845
649
$1.74M 0.02%
41,608
-3,681
650
$1.74M 0.02%
32,740
24 25
26
27 28