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
851
$948K 0.01%
18,370
852
$947K 0.01%
39,704
853
$943K 0.01%
23,673
854
$940K 0.01%
16,900
855
$936K 0.01%
+21,194
856
$925K 0.01%
15,130
857
$923K 0.01%
22,500
858
$923K 0.01%
42,300
-4,400
859
$922K 0.01%
10,576
-100
860
$920K 0.01%
9,400
861
$915K 0.01%
7,200
+700
862
$913K 0.01%
18,300
863
$902K 0.01%
7,880
-730
864
$899K 0.01%
17,070
865
$899K 0.01%
+83,217
866
$898K 0.01%
7,000
867
$894K 0.01%
63,490
868
$887K 0.01%
8,100
-200
869
$885K 0.01%
29,000
+19,000
870
$884K 0.01%
10,000
871
$881K 0.01%
14,300
+9,300
872
$877K 0.01%
25,000
873
$876K 0.01%
16,400
-19,950
874
$873K 0.01%
22,699
875
$869K 0.01%
36,040
-600
33 34
35
36 37