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
1551
$20K ﹤0.01%
500
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1552
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690
1553
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370
1554
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676
-1
1555
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390
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1,600
1558
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1561
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1562
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1563
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100
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960
1565
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570
1566
$19K ﹤0.01%
320
1567
$19K ﹤0.01%
8,800
+3,000
1568
$18K ﹤0.01%
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1569
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1570
$18K ﹤0.01%
1,000
1571
$18K ﹤0.01%
160
1572
$18K ﹤0.01%
370
1573
$18K ﹤0.01%
980
1574
$18K ﹤0.01%
370
1575
$18K ﹤0.01%
480
61 62
63
64 65