Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
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 16.03%
2 Financials 15.61%
3 Healthcare 13.18%
4 Industrials 10.74%
5 Communication Services 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1876
– –
-150
1877
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-300
1878
– –
-4,050
1879
– –
-5,000
1880
– –
-2,500
1881
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-230
1882
– –
-5,000
1883
– –
-440
1884
– –
-8,800
1885
– –
-3,000
1886
– –
-640
1887
– –
-6,860
1888
– –
-620
1889
– –
-3,100
1890
– –
-25,000
1891
– –
-31,120
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