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
176
$12.2M 0.13%
200,348
-5,160
177
$12.2M 0.13%
74,095
+2,750
178
$12.1M 0.12%
70,830
-3,150
179
$12.1M 0.12%
366,400
+12,050
180
$12M 0.12%
169,605
-584
181
$11.9M 0.12%
236,256
-4,434
182
$11.5M 0.12%
125,915
-100
183
$11.3M 0.12%
200,924
-7,536
184
$11.3M 0.12%
209,925
+13,442
185
$11.2M 0.12%
92,313
-1,044
186
$11.2M 0.12%
204,350
-7,329
187
$11M 0.11%
225,810
-1,266
188
$11M 0.11%
292,896
-13,200
189
$11M 0.11%
61,538
+17,790
190
$10.9M 0.11%
169,363
-8,607
191
$10.9M 0.11%
108,751
-2,750
192
$10.9M 0.11%
307,148
+153,170
193
$10.9M 0.11%
350,730
-30,030
194
$10.8M 0.11%
41,885
195
$10.6M 0.11%
101,056
-6,373
196
$10.6M 0.11%
100,837
+686
197
$10.4M 0.11%
127,615
-200
198
$10.4M 0.11%
75,756
+1,800
199
$10.3M 0.11%
61,032
-550
200
$10.3M 0.11%
129,779
-9,510
6 7
8
9 10