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
1726
$11K ﹤0.01%
210
1727
$11K ﹤0.01%
400
1728
$11K ﹤0.01%
780
1729
$11K ﹤0.01%
320
1730
$11K ﹤0.01%
210
-500
1731
$11K ﹤0.01%
530
1732
$10K ﹤0.01%
160
1733
$10K ﹤0.01%
530
1734
$10K ﹤0.01%
530
1735
$10K ﹤0.01%
370
1736
$10K ﹤0.01%
1,380
-67,000
1737
$10K ﹤0.01%
1,190
1738
$10K ﹤0.01%
200
1739
$10K ﹤0.01%
2,400
1740
$10K ﹤0.01%
4,200
+670
1741
$10K ﹤0.01%
200
1742
$10K ﹤0.01%
1,200
+200
1743
$10K ﹤0.01%
1
1744
$10K ﹤0.01%
800
-700
1745
$10K ﹤0.01%
750
1746
$10K ﹤0.01%
670
1747
$10K ﹤0.01%
213
1748
$10K ﹤0.01%
400
1749
$10K ﹤0.01%
22
+8
1750
$10K ﹤0.01%
651
68 69
70
71 72