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
126
$18.3M 0.19%
253,456
+2,180
127
$18.2M 0.19%
134,097
-2,546
128
$18.1M 0.19%
72,912
+560
129
$17.8M 0.18%
77,836
-1,159
130
$17.7M 0.18%
112,371
131
$17.7M 0.18%
121,269
+12,669
132
$17.5M 0.18%
456,544
+22,154
133
$17.4M 0.18%
233,538
+17,441
134
$17M 0.17%
140,500
-16,777
135
$16.9M 0.17%
109,572
+2,540
136
$16.8M 0.17%
95,293
+13,593
137
$16.8M 0.17%
50,074
-998
138
$16.7M 0.17%
406,262
-12,000
139
$16.4M 0.17%
199,584
-2,709
140
$16.1M 0.17%
246,322
+2,200
141
$16M 0.16%
242,516
-4,912
142
$15.9M 0.16%
204,404
+3,835
143
$15.8M 0.16%
223,948
-2,400
144
$15.8M 0.16%
316,904
-5,400
145
$15.7M 0.16%
265,307
+18,845
146
$15.5M 0.16%
115,451
+1,350
147
$15.2M 0.16%
231,780
-7,304
148
$14.9M 0.15%
395,886
+2,600
149
$14.8M 0.15%
312,568
-13,215
150
$14.7M 0.15%
334,760
+4,626
4 5
6
7 8