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
1351
$123K ﹤0.01%
6,000
-10,000
1352
$122K ﹤0.01%
3,000
1353
$120K ﹤0.01%
2,550
-1,400
1354
$119K ﹤0.01%
2,200
1355
$116K ﹤0.01%
4,500
1356
$115K ﹤0.01%
11,300
1357
$113K ﹤0.01%
3,317
1358
$113K ﹤0.01%
6,280
+4,900
1359
$111K ﹤0.01%
7,900
1360
$111K ﹤0.01%
5,500
-500
1361
$110K ﹤0.01%
1,800
1362
$109K ﹤0.01%
4,000
1363
$109K ﹤0.01%
3,086
1364
$108K ﹤0.01%
316
-3,242
1365
$108K ﹤0.01%
1,160
1366
$107K ﹤0.01%
600
1367
$107K ﹤0.01%
5,650
-2,600
1368
$105K ﹤0.01%
6,700
1369
$105K ﹤0.01%
7,000
1370
$104K ﹤0.01%
5,000
-500
1371
$104K ﹤0.01%
8,310
1372
$103K ﹤0.01%
10,000
-13,200
1373
$102K ﹤0.01%
+1,350
1374
$102K ﹤0.01%
8,333
-881
1375
$101K ﹤0.01%
1,200
-50
53 54
55
56 57