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
776
$1.18M 0.01%
104,149
777
$1.17M 0.01%
8,460
-800
778
$1.17M 0.01%
24,900
779
$1.17M 0.01%
36,600
780
$1.17M 0.01%
24,038
781
$1.17M 0.01%
22,870
-50
782
$1.16M 0.01%
57,600
-9,000
783
$1.16M 0.01%
27,297
+15,197
784
$1.16M 0.01%
29,439
+1,508
785
$1.16M 0.01%
28,800
786
$1.15M 0.01%
18,500
-6,700
787
$1.14M 0.01%
18,380
-50
788
$1.13M 0.01%
23,280
789
$1.13M 0.01%
8,530
-300
790
$1.13M 0.01%
22,790
-150
791
$1.13M 0.01%
10,550
792
$1.12M 0.01%
21,050
793
$1.11M 0.01%
118,500
794
$1.11M 0.01%
55,928
-138
795
$1.11M 0.01%
20,420
-100
796
$1.11M 0.01%
8,186
+500
797
$1.11M 0.01%
29,211
-135
798
$1.1M 0.01%
9,680
-500
799
$1.1M 0.01%
29,070
+1,500
800
$1.1M 0.01%
22,800
30 31
32
33 34