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
751
$1.27M 0.01%
84,750
+1,000
752
$1.26M 0.01%
28,751
-2,001
753
$1.26M 0.01%
42,080
+5,100
754
$1.25M 0.01%
35,390
+4,100
755
$1.25M 0.01%
26,200
-1,300
756
$1.25M 0.01%
70,200
+19,800
757
$1.25M 0.01%
21,680
+356
758
$1.24M 0.01%
11,212
+500
759
$1.24M 0.01%
38,910
760
$1.24M 0.01%
20,000
761
$1.24M 0.01%
5,520
762
$1.22M 0.01%
16,360
+1,200
763
$1.22M 0.01%
17,930
-400
764
$1.21M 0.01%
25,050
+200
765
$1.21M 0.01%
25,210
766
$1.21M 0.01%
25,220
-800
767
$1.2M 0.01%
14,970
768
$1.2M 0.01%
57,440
-782
769
$1.2M 0.01%
45,200
+5,000
770
$1.2M 0.01%
76,400
771
$1.19M 0.01%
23,033
+4,569
772
$1.19M 0.01%
+39,388
773
$1.19M 0.01%
19,800
774
$1.19M 0.01%
48,050
775
$1.18M 0.01%
24,400
+2,200
29 30
31
32 33