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
1451
$55K ﹤0.01%
830
1452
$54K ﹤0.01%
400
1453
$54K ﹤0.01%
5,833
-7,500
1454
$54K ﹤0.01%
4,000
-18,300
1455
$53K ﹤0.01%
2,698
-10,500
1456
$52K ﹤0.01%
22
+2
1457
$52K ﹤0.01%
500
-300
1458
$51K ﹤0.01%
+1,035
1459
$51K ﹤0.01%
57
1460
$51K ﹤0.01%
+3,500
1461
$51K ﹤0.01%
870
1462
$50K ﹤0.01%
210
1463
$49K ﹤0.01%
1,000
1464
$47K ﹤0.01%
1,500
1465
$47K ﹤0.01%
310
1466
$43K ﹤0.01%
670
+300
1467
$42K ﹤0.01%
1,400
-510
1468
$42K ﹤0.01%
1,220
1469
$42K ﹤0.01%
470
+200
1470
$42K ﹤0.01%
670
-200
1471
$41K ﹤0.01%
2,000
+1,590
1472
$41K ﹤0.01%
1,508
1473
$40K ﹤0.01%
1,940
-1,050
1474
$40K ﹤0.01%
+600
1475
$39K ﹤0.01%
800
57 58
59
60 61