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
1826
$3K ﹤0.01%
+290
1827
$3K ﹤0.01%
56
1828
$3K ﹤0.01%
60
1829
$3K ﹤0.01%
700
1830
$2K ﹤0.01%
100
1831
$2K ﹤0.01%
7
1832
$2K ﹤0.01%
105
1833
$2K ﹤0.01%
3
-1
1834
$2K ﹤0.01%
49
1835
$1K ﹤0.01%
22
1836
$1K ﹤0.01%
+69
1837
$1K ﹤0.01%
20
1838
$1K ﹤0.01%
83
1839
– –
-10,000
1840
– –
-103
1841
– –
-210
1842
– –
-1,500
1843
– –
-100
1844
– –
-5,500
1845
– –
-1,217
1846
– –
-210
1847
– –
-6,257
1848
– –
-15,975
1849
– –
-1,600
1850
– –
-150
72 73
74
75 76