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
1301
$171K ﹤0.01%
10,600
1302
$170K ﹤0.01%
10,000
1303
$168K ﹤0.01%
5,395
1304
$167K ﹤0.01%
10,000
1305
$163K ﹤0.01%
9,580
1306
$161K ﹤0.01%
2,100
1307
$161K ﹤0.01%
17,200
+9,400
1308
$157K ﹤0.01%
1,990
1309
$155K ﹤0.01%
563
1310
$155K ﹤0.01%
7,483
1311
$155K ﹤0.01%
+9,350
1312
$155K ﹤0.01%
5,740
1313
$154K ﹤0.01%
8,000
1314
$154K ﹤0.01%
5,000
1315
$153K ﹤0.01%
+4,600
1316
$153K ﹤0.01%
11,045
-411
1317
$150K ﹤0.01%
1,670
1318
$150K ﹤0.01%
32,600
1319
$146K ﹤0.01%
5,600
1320
$146K ﹤0.01%
7,597
-69,060
1321
$145K ﹤0.01%
4,920
1322
$144K ﹤0.01%
1,800
-7,199
1323
$144K ﹤0.01%
5,000
-7,100
1324
$143K ﹤0.01%
4,750
+4,350
1325
$142K ﹤0.01%
2,040
51 52
53
54 55