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
1276
$194K ﹤0.01%
4,400
1277
$191K ﹤0.01%
4,800
1278
$190K ﹤0.01%
10,000
1279
$188K ﹤0.01%
3,400
1280
$188K ﹤0.01%
3,520
1281
$188K ﹤0.01%
3,210
1282
$187K ﹤0.01%
4,120
1283
$187K ﹤0.01%
10,500
1284
$187K ﹤0.01%
11,430
1285
$186K ﹤0.01%
6,180
-8,600
1286
$185K ﹤0.01%
3,369
1287
$183K ﹤0.01%
3,700
1288
$183K ﹤0.01%
4,884
+4,680
1289
$182K ﹤0.01%
6,100
1290
$182K ﹤0.01%
1,200
1291
$182K ﹤0.01%
13,020
+6,200
1292
$180K ﹤0.01%
40,900
+9,600
1293
$180K ﹤0.01%
6,000
1294
$179K ﹤0.01%
3,700
1295
$177K ﹤0.01%
10,000
1296
$177K ﹤0.01%
11,300
1297
$176K ﹤0.01%
2,610
1298
$175K ﹤0.01%
5,000
1299
$171K ﹤0.01%
10,300
1300
$171K ﹤0.01%
3,660
50 51
52
53 54