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
651
$1.74M 0.02%
84,700
652
$1.73M 0.02%
24,100
653
$1.73M 0.02%
38,100
-500
654
$1.71M 0.02%
19,202
-1,800
655
$1.7M 0.02%
60,580
656
$1.7M 0.02%
28,890
-1,000
657
$1.69M 0.02%
28,500
658
$1.69M 0.02%
70,400
659
$1.68M 0.02%
23,648
-110
660
$1.68M 0.02%
28,210
+2,500
661
$1.67M 0.02%
41,980
662
$1.66M 0.02%
33,680
-1,900
663
$1.64M 0.02%
17,869
-1,300
664
$1.63M 0.02%
60,338
-139
665
$1.62M 0.02%
144,771
+17,200
666
$1.62M 0.02%
38,975
-2,360
667
$1.62M 0.02%
32,853
668
$1.62M 0.02%
9,166
+4,166
669
$1.62M 0.02%
1,900
670
$1.61M 0.02%
73,859
671
$1.61M 0.02%
13,047
672
$1.61M 0.02%
16,990
673
$1.6M 0.02%
35,300
674
$1.59M 0.02%
33,400
+7,000
675
$1.59M 0.02%
94,046
-300
25 26
27
28 29