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
1501
$26K ﹤0.01%
780
1502
$25K ﹤0.01%
370
1503
$25K ﹤0.01%
800
1504
$25K ﹤0.01%
480
1505
$25K ﹤0.01%
520
1506
$25K ﹤0.01%
10,100
-50,500
1507
$25K ﹤0.01%
590
1508
$25K ﹤0.01%
1,330
1509
$25K ﹤0.01%
500
1510
$24K ﹤0.01%
1,660
1511
$24K ﹤0.01%
300
1512
$24K ﹤0.01%
280
1513
$24K ﹤0.01%
880
1514
$24K ﹤0.01%
840
1515
$24K ﹤0.01%
270
1516
$24K ﹤0.01%
800
1517
$24K ﹤0.01%
730
1518
$23K ﹤0.01%
300
1519
$23K ﹤0.01%
740
1520
$23K ﹤0.01%
250
1521
$23K ﹤0.01%
300
1522
$22K ﹤0.01%
2,600
+1,120
1523
$22K ﹤0.01%
540
1524
$22K ﹤0.01%
270
1525
$22K ﹤0.01%
820
+400
59 60
61
62 63