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
1426
$70K ﹤0.01%
6,375
-28,300
1427
$69K ﹤0.01%
5,440
-500
1428
$69K ﹤0.01%
900
-9,900
1429
$69K ﹤0.01%
2,090
1430
$69K ﹤0.01%
1,500
1431
$69K ﹤0.01%
1,310
1432
$68K ﹤0.01%
1,410
+1,000
1433
$68K ﹤0.01%
5,890
1434
$68K ﹤0.01%
1,530
1435
$67K ﹤0.01%
3,000
1436
$64K ﹤0.01%
2,320
1437
$64K ﹤0.01%
3,000
1438
$64K ﹤0.01%
1,200
1439
$63K ﹤0.01%
1,600
1440
$63K ﹤0.01%
16,100
+2,400
1441
$61K ﹤0.01%
19,760
+10,000
1442
$61K ﹤0.01%
2,000
-320
1443
$60K ﹤0.01%
1,525
1444
$59K ﹤0.01%
4,500
1445
$59K ﹤0.01%
+7,372
1446
$58K ﹤0.01%
1,000
1447
$57K ﹤0.01%
711
-45
1448
$56K ﹤0.01%
1,220
1449
$55K ﹤0.01%
510
1450
$55K ﹤0.01%
2,000
56 57
58
59 60