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
1151
$322K ﹤0.01%
37,700
1152
$316K ﹤0.01%
46,930
+520
1153
$315K ﹤0.01%
17,020
1154
$315K ﹤0.01%
8,240
1155
$314K ﹤0.01%
15,640
1156
$314K ﹤0.01%
8,820
1157
$314K ﹤0.01%
20,160
+6,800
1158
$313K ﹤0.01%
15,380
1159
$308K ﹤0.01%
5,710
-1,000
1160
$308K ﹤0.01%
5,260
1161
$307K ﹤0.01%
9,740
1162
$307K ﹤0.01%
55,105
+2,346
1163
$306K ﹤0.01%
6,070
1164
$306K ﹤0.01%
7,700
1165
$306K ﹤0.01%
8,400
1166
$306K ﹤0.01%
21,000
-25,000
1167
$305K ﹤0.01%
6,870
-400
1168
$301K ﹤0.01%
7,900
-1,800
1169
$299K ﹤0.01%
9,695
1170
$299K ﹤0.01%
7,500
1171
$299K ﹤0.01%
3,700
1172
$298K ﹤0.01%
3,500
1173
$297K ﹤0.01%
7,300
-1,200
1174
$296K ﹤0.01%
29,360
-12,498
1175
$295K ﹤0.01%
8,000
45 46
47
48 49