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
1701
$12K ﹤0.01%
500
1702
$12K ﹤0.01%
150
1703
$12K ﹤0.01%
100
-50
1704
$12K ﹤0.01%
1,800
+460
1705
$12K ﹤0.01%
420
1706
$12K ﹤0.01%
310
1707
$12K ﹤0.01%
420
1708
$12K ﹤0.01%
530
1709
$12K ﹤0.01%
111
1710
$12K ﹤0.01%
570
1711
$11K ﹤0.01%
300
-650
1712
$11K ﹤0.01%
1,701
1713
$11K ﹤0.01%
1,500
1714
$11K ﹤0.01%
310
1715
$11K ﹤0.01%
234
1716
$11K ﹤0.01%
270
-6,500
1717
$11K ﹤0.01%
320
1718
$11K ﹤0.01%
1,400
+530
1719
$11K ﹤0.01%
360
1720
$11K ﹤0.01%
500
1721
$11K ﹤0.01%
420
1722
$11K ﹤0.01%
490
1723
$11K ﹤0.01%
160
1724
$11K ﹤0.01%
290
1725
$11K ﹤0.01%
1,250
67 68
69
70 71