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
201
$10.2M 0.11%
48,872
-11,519
202
$10.2M 0.1%
79,952
+5,363
203
$10.1M 0.1%
16,370
204
$10.1M 0.1%
144,906
-21,293
205
$9.96M 0.1%
89,710
-550
206
$9.93M 0.1%
108,191
-100
207
$9.85M 0.1%
90,780
+13,700
208
$9.84M 0.1%
346,835
+5,901
209
$9.82M 0.1%
121,200
+4,050
210
$9.8M 0.1%
73,144
+650
211
$9.77M 0.1%
62,445
-824
212
$9.74M 0.1%
173,975
-1,810
213
$9.71M 0.1%
675,854
-700
214
$9.55M 0.1%
140,219
-1,210
215
$9.54M 0.1%
312,799
-45,316
216
$9.35M 0.1%
115,265
+8,290
217
$9.33M 0.1%
46,770
+2,132
218
$9.16M 0.09%
171,381
-19,677
219
$9.14M 0.09%
90,880
-13,053
220
$9.06M 0.09%
286,380
+18,800
221
$9.05M 0.09%
61,333
+3,800
222
$8.99M 0.09%
46,545
+253
223
$8.88M 0.09%
51,365
+768
224
$8.75M 0.09%
101,418
+500
225
$8.59M 0.09%
94,500
-500
7 8
9
10 11