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
701
$1.48M 0.02%
23,500
702
$1.48M 0.02%
58,280
703
$1.47M 0.02%
54,207
+6,974
704
$1.46M 0.02%
33,700
705
$1.46M 0.02%
21,520
706
$1.46M 0.02%
30,386
-7,562
707
$1.46M 0.02%
48,300
708
$1.46M 0.02%
18,910
709
$1.45M 0.01%
31,787
-3,389
710
$1.45M 0.01%
20,020
711
$1.44M 0.01%
26,100
712
$1.44M 0.01%
8,800
+200
713
$1.44M 0.01%
15,700
+4,400
714
$1.43M 0.01%
14,810
715
$1.42M 0.01%
93,300
-16,000
716
$1.42M 0.01%
10,500
+1,700
717
$1.41M 0.01%
54,330
718
$1.41M 0.01%
15,190
+200
719
$1.41M 0.01%
106,053
+9,755
720
$1.41M 0.01%
66,150
-8,550
721
$1.41M 0.01%
28,331
-5,163
722
$1.41M 0.01%
40,600
+2,100
723
$1.41M 0.01%
73,300
-520
724
$1.4M 0.01%
26,600
+4,700
725
$1.4M 0.01%
104,400
27 28
29
30 31