Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
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 16.03%
2 Financials 15.61%
3 Healthcare 13.18%
4 Industrials 10.74%
5 Communication Services 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$141K ﹤0.01%
4,982
1327
$140K ﹤0.01%
3,522
1328
$139K ﹤0.01%
+7,808
1329
$139K ﹤0.01%
5,000
1330
$137K ﹤0.01%
18,000
1331
$137K ﹤0.01%
23,200
1332
$135K ﹤0.01%
4,990
+2,000
1333
$135K ﹤0.01%
9,050
1334
$133K ﹤0.01%
7,500
1335
$131K ﹤0.01%
14,800
1336
$130K ﹤0.01%
+6,000
1337
$130K ﹤0.01%
6,173
+5,833
1338
$130K ﹤0.01%
6,400
+390
1339
$129K ﹤0.01%
1,031
1340
$129K ﹤0.01%
2,600
-150
1341
$129K ﹤0.01%
1,879
1342
$127K ﹤0.01%
2,720
1343
$125K ﹤0.01%
5,500
1344
$125K ﹤0.01%
11,050
1345
$124K ﹤0.01%
6,120
1346
$124K ﹤0.01%
1,250
1347
$124K ﹤0.01%
5,950
1348
$124K ﹤0.01%
3,940
1349
$124K ﹤0.01%
2,295
1350
$123K ﹤0.01%
6,000
-10,000
52 53
54
55 56