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
1376
$101K ﹤0.01%
7,190
+4,000
1377
$101K ﹤0.01%
1,700
1378
$101K ﹤0.01%
4,400
1379
$100K ﹤0.01%
2,200
+2,000
1380
$99K ﹤0.01%
1,953
1381
$99K ﹤0.01%
1,500
1382
$98K ﹤0.01%
4,700
+1,500
1383
$98K ﹤0.01%
1,210
1384
$98K ﹤0.01%
3,300
1385
$96K ﹤0.01%
+2,400
1386
$96K ﹤0.01%
1,945
1387
$95K ﹤0.01%
5,400
1388
$95K ﹤0.01%
2,693
1389
$94K ﹤0.01%
4,800
1390
$92K ﹤0.01%
2,600
-2,900
1391
$92K ﹤0.01%
2,000
-1,100
1392
$92K ﹤0.01%
900
1393
$92K ﹤0.01%
2,891
+2,544
1394
$91K ﹤0.01%
3,780
1395
$90K ﹤0.01%
1,900
1396
$90K ﹤0.01%
1,800
1397
$89K ﹤0.01%
6,000
1398
$89K ﹤0.01%
9,900
-5,100
1399
$87K ﹤0.01%
2,000
1400
$87K ﹤0.01%
1,000
54 55
56
57 58