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
876
$866K 0.01%
16,420
877
$863K 0.01%
21,220
878
$862K 0.01%
28,890
-500
879
$857K 0.01%
4,000
+3,500
880
$855K 0.01%
15,417
-3,133
881
$853K 0.01%
22,900
+2,000
882
$852K 0.01%
9,810
883
$850K 0.01%
13,075
-588
884
$849K 0.01%
45,800
885
$847K 0.01%
4,200
-700
886
$843K 0.01%
15,653
-1,444
887
$835K 0.01%
6,200
-200
888
$835K 0.01%
11,420
889
$835K 0.01%
35,700
-1,400
890
$833K 0.01%
81,000
+67,700
891
$832K 0.01%
16,800
892
$826K 0.01%
16,503
+14,173
893
$826K 0.01%
23,957
-2,100
894
$823K 0.01%
12,720
895
$822K 0.01%
26,140
+2,000
896
$820K 0.01%
47,010
897
$817K 0.01%
35,758
-23,977
898
$814K 0.01%
14,500
899
$813K 0.01%
23,120
-1,000
900
$808K 0.01%
180,000
-90,000
34 35
36
37 38