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
1401
$86K ﹤0.01%
9,600
+1,300
1402
$86K ﹤0.01%
3,970
1403
$84K ﹤0.01%
1,460
1404
$84K ﹤0.01%
1,320
1405
$84K ﹤0.01%
5,530
1406
$84K ﹤0.01%
1,760
1407
$83K ﹤0.01%
2,000
1408
$82K ﹤0.01%
+2,000
1409
$82K ﹤0.01%
12,000
1410
$80K ﹤0.01%
6,180
+5,000
1411
$80K ﹤0.01%
2,990
-3,900
1412
$79K ﹤0.01%
2,000
1413
$79K ﹤0.01%
200
-800
1414
$79K ﹤0.01%
13,700
+700
1415
$77K ﹤0.01%
5,000
-150
1416
$75K ﹤0.01%
3,207
1417
$75K ﹤0.01%
5,500
-13,500
1418
$75K ﹤0.01%
3,500
1419
$74K ﹤0.01%
4,000
1420
$74K ﹤0.01%
450
+40
1421
$73K ﹤0.01%
4,230
+3,000
1422
$72K ﹤0.01%
1,500
-3,000
1423
$72K ﹤0.01%
6,500
1424
$72K ﹤0.01%
1,810
1425
$71K ﹤0.01%
5,430
55 56
57
58 59