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
1176
$295K ﹤0.01%
10,780
+2,300
1177
$294K ﹤0.01%
18,400
+8,100
1178
$291K ﹤0.01%
23,870
-3,700
1179
$290K ﹤0.01%
21,630
+18,000
1180
$290K ﹤0.01%
2,200
+600
1181
$288K ﹤0.01%
+8,950
1182
$288K ﹤0.01%
7,397
-11,145
1183
$286K ﹤0.01%
14,600
+6,500
1184
$286K ﹤0.01%
5,650
-2,150
1185
$284K ﹤0.01%
13,420
-10,000
1186
$284K ﹤0.01%
2,400
1187
$282K ﹤0.01%
10,320
+5,000
1188
$279K ﹤0.01%
6,637
-227
1189
$276K ﹤0.01%
10,758
-1,207
1190
$276K ﹤0.01%
6,220
1191
$274K ﹤0.01%
10,000
1192
$274K ﹤0.01%
5,000
1193
$272K ﹤0.01%
8,400
+700
1194
$272K ﹤0.01%
11,550
+3,550
1195
$271K ﹤0.01%
7,000
1196
$271K ﹤0.01%
14,700
+13,500
1197
$270K ﹤0.01%
5,675
-11,800
1198
$269K ﹤0.01%
12,790
1199
$265K ﹤0.01%
4,950
+810
1200
$264K ﹤0.01%
15,000
-6,000
46 47
48
49 50