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
901
$808K 0.01%
15,000
-200
902
$803K 0.01%
12,550
+200
903
$802K 0.01%
10,150
904
$799K 0.01%
15,150
905
$796K 0.01%
13,140
906
$796K 0.01%
11,560
907
$793K 0.01%
18,090
908
$792K 0.01%
16,260
909
$787K 0.01%
18,800
910
$787K 0.01%
13,900
+7,400
911
$784K 0.01%
18,673
-13,643
912
$784K 0.01%
18,700
-1,300
913
$783K 0.01%
46,310
+1,400
914
$779K 0.01%
17,420
+800
915
$778K 0.01%
8,429
916
$778K 0.01%
53,100
917
$777K 0.01%
44,600
918
$776K 0.01%
34,475
+2,050
919
$776K 0.01%
14,800
920
$773K 0.01%
4,110
921
$770K 0.01%
32,900
922
$768K 0.01%
14,300
923
$765K 0.01%
33,870
924
$760K 0.01%
40,485
-16,361
925
$760K 0.01%
19,100
+900
35 36
37
38 39