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
1251
$221K ﹤0.01%
2,200
1252
$218K ﹤0.01%
6,370
1253
$218K ﹤0.01%
15,000
1254
$217K ﹤0.01%
11,334
1255
$217K ﹤0.01%
5,475
-405
1256
$217K ﹤0.01%
28,700
-41,300
1257
$217K ﹤0.01%
9,600
-8,775
1258
$215K ﹤0.01%
10,000
1259
$215K ﹤0.01%
1,930
1260
$212K ﹤0.01%
12,000
1261
$212K ﹤0.01%
1,000
1262
$211K ﹤0.01%
5,000
1263
$211K ﹤0.01%
5,350
1264
$211K ﹤0.01%
9,300
1265
$206K ﹤0.01%
6,500
1266
$203K ﹤0.01%
8,820
1267
$202K ﹤0.01%
3,200
-2,700
1268
$202K ﹤0.01%
2,610
1269
$201K ﹤0.01%
5,120
1270
$200K ﹤0.01%
3,110
1271
$200K ﹤0.01%
10,500
-19,300
1272
$200K ﹤0.01%
1,600
1273
$199K ﹤0.01%
12,400
-4,000
1274
$199K ﹤0.01%
13,150
-1,311
1275
$196K ﹤0.01%
13,200
49 50
51
52 53