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
1676
$13K ﹤0.01%
800
1677
$13K ﹤0.01%
450
1678
$13K ﹤0.01%
+500
1679
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300
1680
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720
1681
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900
1682
$13K ﹤0.01%
1,060
1683
$13K ﹤0.01%
2,190
1684
$13K ﹤0.01%
924
1685
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520
1686
$13K ﹤0.01%
480
1687
$13K ﹤0.01%
1,270
1688
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950
1689
$13K ﹤0.01%
1,090
1690
$13K ﹤0.01%
450
+140
1691
$13K ﹤0.01%
370
-4,100
1692
$12K ﹤0.01%
1,760
+700
1693
$12K ﹤0.01%
270
1694
$12K ﹤0.01%
500
1695
$12K ﹤0.01%
160
1696
$12K ﹤0.01%
500
-600
1697
$12K ﹤0.01%
426
1698
$12K ﹤0.01%
600
1699
$12K ﹤0.01%
500
1700
$12K ﹤0.01%
150
66 67
68
69 70