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
1476
$38K ﹤0.01%
920
1477
$38K ﹤0.01%
1,350
1478
$37K ﹤0.01%
690
1479
$37K ﹤0.01%
260
1480
$36K ﹤0.01%
680
1481
$35K ﹤0.01%
2,240
+1,600
1482
$33K ﹤0.01%
+1,500
1483
$32K ﹤0.01%
470
1484
$32K ﹤0.01%
1,545
-720
1485
$32K ﹤0.01%
1,760
1486
$31K ﹤0.01%
400
1487
$31K ﹤0.01%
960
1488
$31K ﹤0.01%
2,600
+1,400
1489
$29K ﹤0.01%
25
1490
$29K ﹤0.01%
700
1491
$29K ﹤0.01%
467
1492
$29K ﹤0.01%
+1,000
1493
$29K ﹤0.01%
400
1494
$28K ﹤0.01%
500
1495
$28K ﹤0.01%
440
1496
$28K ﹤0.01%
690
-1,300
1497
$27K ﹤0.01%
900
1498
$27K ﹤0.01%
880
1499
$27K ﹤0.01%
865
-1
1500
$26K ﹤0.01%
210
58 59
60
61 62