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
676
$1.59M 0.02%
50,970
-1,500
677
$1.59M 0.02%
+800
678
$1.59M 0.02%
88,640
-2,300
679
$1.57M 0.02%
9,710
+2,000
680
$1.57M 0.02%
49,613
-8,650
681
$1.57M 0.02%
30,390
682
$1.56M 0.02%
40,410
683
$1.56M 0.02%
50,493
684
$1.55M 0.02%
46,539
-4,000
685
$1.55M 0.02%
29,949
686
$1.55M 0.02%
33,000
687
$1.54M 0.02%
30,210
688
$1.54M 0.02%
47,608
689
$1.53M 0.02%
41,200
690
$1.51M 0.02%
22,248
+1,100
691
$1.51M 0.02%
109,730
-12,600
692
$1.5M 0.02%
75,042
693
$1.5M 0.02%
19,860
+500
694
$1.49M 0.02%
77,367
+5,050
695
$1.49M 0.02%
38,180
696
$1.49M 0.02%
22,610
697
$1.49M 0.02%
31,970
-4,900
698
$1.49M 0.02%
125,400
+25,300
699
$1.49M 0.02%
28,922
+1,200
700
$1.49M 0.02%
61,458
+18,426
26 27
28
29 30