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
926
$758K 0.01%
15,320
-5,500
927
$753K 0.01%
42,100
+3,700
928
$753K 0.01%
42,022
929
$751K 0.01%
16,370
930
$751K 0.01%
12,370
931
$749K 0.01%
9,960
932
$745K 0.01%
13,270
933
$737K 0.01%
9,160
934
$737K 0.01%
11,500
-8,614
935
$735K 0.01%
14,000
936
$733K 0.01%
7,900
937
$730K 0.01%
9,722
-700
938
$727K 0.01%
23,200
939
$721K 0.01%
39,760
940
$720K 0.01%
33,500
-11,100
941
$718K 0.01%
4,027
+1,694
942
$715K 0.01%
23,970
943
$713K 0.01%
10,210
944
$710K 0.01%
14,120
-5,200
945
$708K 0.01%
27,640
946
$704K 0.01%
17,600
947
$703K 0.01%
12,500
+1,900
948
$691K 0.01%
2,930
949
$689K 0.01%
23,022
+2,100
950
$687K 0.01%
10,700
-1,770
36 37
38
39 40