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
826
$1.01M 0.01%
14,570
827
$1.01M 0.01%
86,900
-4,800
828
$1M 0.01%
48,605
-11,106
829
$1M 0.01%
15,490
-350
830
$998K 0.01%
+39,700
831
$997K 0.01%
14,780
832
$997K 0.01%
10,600
833
$991K 0.01%
22,700
834
$991K 0.01%
28,534
-12,939
835
$990K 0.01%
41,340
836
$987K 0.01%
6,310
+2,500
837
$984K 0.01%
24,190
+300
838
$984K 0.01%
18,460
839
$983K 0.01%
30,500
-12,500
840
$975K 0.01%
35,670
841
$974K 0.01%
31,260
842
$972K 0.01%
44,500
+32,500
843
$970K 0.01%
3,000
844
$970K 0.01%
37,805
-1,950
845
$964K 0.01%
9,090
846
$963K 0.01%
12,870
847
$960K 0.01%
10,770
-50
848
$954K 0.01%
27,220
849
$952K 0.01%
61,600
850
$950K 0.01%
19,910
+8,000
32 33
34
35 36