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
1076
$443K ﹤0.01%
12,800
1077
$437K ﹤0.01%
6,400
-1,000
1078
$431K ﹤0.01%
3,500
1079
$427K ﹤0.01%
40,000
1080
$426K ﹤0.01%
4,000
1081
$423K ﹤0.01%
16,730
+1,400
1082
$423K ﹤0.01%
16,050
-5,800
1083
$422K ﹤0.01%
6,700
-800
1084
$422K ﹤0.01%
36,523
+14,435
1085
$421K ﹤0.01%
13,320
1086
$414K ﹤0.01%
8,310
-5,300
1087
$411K ﹤0.01%
9,000
1088
$408K ﹤0.01%
14,220
1089
$408K ﹤0.01%
14,270
+4,200
1090
$405K ﹤0.01%
8,560
+8,100
1091
$403K ﹤0.01%
5,710
-200
1092
$403K ﹤0.01%
10,000
1093
$400K ﹤0.01%
37,200
1094
$400K ﹤0.01%
3,850
-500
1095
$400K ﹤0.01%
5,922
1096
$398K ﹤0.01%
10,820
1097
$393K ﹤0.01%
+20,050
1098
$393K ﹤0.01%
7,710
1099
$390K ﹤0.01%
10,349
-8,500
1100
$390K ﹤0.01%
8,200
42 43
44
45 46