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
1676
$13K ﹤0.01%
510
1677
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900
1678
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310
1679
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340
1680
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474
1681
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420
1682
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600
1683
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610
1684
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1,500
-770
1685
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210
1686
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1,270
1688
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950
1689
$13K ﹤0.01%
450
+140
1690
$13K ﹤0.01%
370
-4,100
1691
$13K ﹤0.01%
1,090
1692
$12K ﹤0.01%
1,680
1693
$12K ﹤0.01%
520
1694
$12K ﹤0.01%
1,760
+700
1695
$12K ﹤0.01%
270
1696
$12K ﹤0.01%
500
1697
$12K ﹤0.01%
160
1698
$12K ﹤0.01%
500
-600
1699
$12K ﹤0.01%
426
1700
$12K ﹤0.01%
600
66 67
68
69 70