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
801
$1.09M 0.01%
39,969
-2
802
$1.08M 0.01%
7,205
+1,262
803
$1.08M 0.01%
78,400
-10,600
804
$1.08M 0.01%
59,181
-8,600
805
$1.07M 0.01%
15,900
-20
806
$1.07M 0.01%
906
-158
807
$1.07M 0.01%
29,700
+5,000
808
$1.07M 0.01%
12,300
+2,000
809
$1.07M 0.01%
17,750
-2,600
810
$1.07M 0.01%
8,294
-1,560
811
$1.06M 0.01%
10,470
+2,200
812
$1.06M 0.01%
43,175
+22,245
813
$1.06M 0.01%
15,340
814
$1.06M 0.01%
16,760
-3,600
815
$1.04M 0.01%
18,912
-5,854
816
$1.04M 0.01%
11,327
+6,227
817
$1.04M 0.01%
12,100
818
$1.04M 0.01%
33,836
+7,020
819
$1.03M 0.01%
26,270
820
$1.03M 0.01%
44,900
-6,300
821
$1.03M 0.01%
19,120
822
$1.03M 0.01%
30,900
823
$1.02M 0.01%
36,940
+5,400
824
$1.02M 0.01%
7,050
825
$1.02M 0.01%
6,660
31 32
33
34 35