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
1776
$8K ﹤0.01%
500
-640
1777
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320
1778
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110
1779
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521
1781
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1782
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1783
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1784
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850
-12,000
1785
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382
1786
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600
+340
1787
$7K ﹤0.01%
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1,400
1789
$7K ﹤0.01%
40
1790
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1791
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330
-500
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100
-100
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1796
$7K ﹤0.01%
433
1797
$7K ﹤0.01%
250
1798
$7K ﹤0.01%
1,600
-13,500
1799
$7K ﹤0.01%
600
1800
$7K ﹤0.01%
127
70 71
72
73 74