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
726
$1.4M 0.01%
10,610
727
$1.39M 0.01%
16,000
+2,500
728
$1.37M 0.01%
10,511
-167
729
$1.37M 0.01%
73,305
-3,000
730
$1.37M 0.01%
23,356
-1,832
731
$1.37M 0.01%
46,944
-6,650
732
$1.36M 0.01%
20,330
-15,500
733
$1.36M 0.01%
92,640
+91,920
734
$1.36M 0.01%
6,860
735
$1.35M 0.01%
17,100
736
$1.34M 0.01%
58,303
737
$1.34M 0.01%
21,900
738
$1.34M 0.01%
56,732
-250
739
$1.33M 0.01%
56,100
+39,400
740
$1.33M 0.01%
8,070
741
$1.33M 0.01%
108,540
+500
742
$1.33M 0.01%
16,675
+3,000
743
$1.31M 0.01%
10,029
-1,397
744
$1.31M 0.01%
26,900
+3,500
745
$1.31M 0.01%
33,100
+4,400
746
$1.29M 0.01%
60,191
-10,730
747
$1.29M 0.01%
49,100
748
$1.28M 0.01%
133,250
749
$1.28M 0.01%
23,160
750
$1.28M 0.01%
44,900
28 29
30
31 32