Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
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 16.03%
2 Financials 15.61%
3 Healthcare 13.18%
4 Industrials 10.74%
5 Communication Services 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
$22K ﹤0.01%
2,600
+1,120
1527
$22K ﹤0.01%
540
1528
$22K ﹤0.01%
270
1529
$22K ﹤0.01%
820
+400
1530
$22K ﹤0.01%
1,723
1531
$22K ﹤0.01%
177
1532
$22K ﹤0.01%
2,100
1533
$21K ﹤0.01%
1,300
+340
1534
$21K ﹤0.01%
210
1535
$21K ﹤0.01%
480
1536
$21K ﹤0.01%
1,300
+200
1537
$21K ﹤0.01%
400
1538
$21K ﹤0.01%
1,170
1539
$21K ﹤0.01%
240
1540
$21K ﹤0.01%
310
1541
$21K ﹤0.01%
270
1542
$21K ﹤0.01%
210
1543
$21K ﹤0.01%
610
1544
$21K ﹤0.01%
462
1545
$21K ﹤0.01%
410
1546
$21K ﹤0.01%
980
1547
$20K ﹤0.01%
845
-800
1548
$20K ﹤0.01%
780
1549
$20K ﹤0.01%
530
1550
$20K ﹤0.01%
300
60 61
62
63 64