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
1801
$7K ﹤0.01%
350
1802
$6K ﹤0.01%
87
1803
$6K ﹤0.01%
308
-6,640
1804
$6K ﹤0.01%
640
1805
$6K ﹤0.01%
159
-5,500
1806
$6K ﹤0.01%
10
1807
$6K ﹤0.01%
270
1808
$6K ﹤0.01%
2,100
1809
$6K ﹤0.01%
208
1810
$6K ﹤0.01%
700
1811
$6K ﹤0.01%
2,200
1812
$6K ﹤0.01%
300
-5,000
1813
$5K ﹤0.01%
110
-1,150
1814
$5K ﹤0.01%
900
1815
$5K ﹤0.01%
119
1816
$5K ﹤0.01%
98
1817
$5K ﹤0.01%
110
1818
$5K ﹤0.01%
138
1819
$4K ﹤0.01%
160
-800
1820
$4K ﹤0.01%
320
1821
$4K ﹤0.01%
61
1822
$4K ﹤0.01%
480
1823
$4K ﹤0.01%
530
1824
$4K ﹤0.01%
440
1825
$3K ﹤0.01%
150
71 72
73
74 75