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
976
$615K 0.01%
5,050
977
$614K 0.01%
6,400
+1,400
978
$611K 0.01%
15,320
979
$602K 0.01%
14,280
980
$601K 0.01%
13,250
981
$601K 0.01%
28,950
-400
982
$598K 0.01%
11,108
+2,396
983
$597K 0.01%
62,400
+21,500
984
$594K 0.01%
21,100
985
$593K 0.01%
58,800
+5,500
986
$593K 0.01%
16,570
987
$592K 0.01%
89
-20
988
$591K 0.01%
34,880
989
$590K 0.01%
13,000
990
$589K 0.01%
15,320
+9,477
991
$588K 0.01%
20,000
992
$587K 0.01%
20,430
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993
$587K 0.01%
9,110
+6,500
994
$586K 0.01%
10,500
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995
$585K 0.01%
5,210
+5,000
996
$584K 0.01%
29,970
997
$581K 0.01%
12,000
998
$579K 0.01%
13,000
999
$574K 0.01%
30,761
+14,811
1000
$572K 0.01%
84,600
+24,171
38 39
40
41 42