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
1601
$16K ﹤0.01%
640
1602
$16K ﹤0.01%
270
1603
$16K ﹤0.01%
550
1604
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230
1605
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410
1606
$16K ﹤0.01%
1,920
1607
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350
1608
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360
1609
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830
1610
$16K ﹤0.01%
530
1611
$16K ﹤0.01%
260
1612
$15K ﹤0.01%
1,220
1613
$15K ﹤0.01%
630
1614
$15K ﹤0.01%
1,270
1615
$15K ﹤0.01%
500
1616
$15K ﹤0.01%
620
1617
$15K ﹤0.01%
500
1618
$15K ﹤0.01%
384
1619
$15K ﹤0.01%
830
1620
$15K ﹤0.01%
350
1621
$15K ﹤0.01%
270
1622
$15K ﹤0.01%
260
1623
$15K ﹤0.01%
570
1624
$15K ﹤0.01%
420
1625
$15K ﹤0.01%
210