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
$7.72B
AUM Growth
+$283M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,922
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$4.42M
3
+$3.95M
4
KO icon
Coca-Cola
KO
+$3.6M
5
MRK icon
Merck
MRK
+$3.44M

Top Sells

1
+$18.6M
2
+$13.1M
3
+$12.4M
4
AAPL icon
Apple
AAPL
+$8.28M
5
ITC
ITC HOLDINGS CORP
ITC
+$5.9M

Sector Composition

1 Technology 14.67%
2 Healthcare 14.06%
3 Financials 13.91%
4 Industrials 10.62%
5 Consumer Staples 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.61M 0.1%
41,695
227
$7.55M 0.1%
42,432
-2,700
228
$7.53M 0.1%
317,052
+5,790
229
$7.47M 0.1%
87,946
+10,126
230
$7.44M 0.1%
80,667
-543
231
$7.27M 0.09%
120,000
232
$7.26M 0.09%
9,454
+1,527
233
$7.24M 0.09%
250,096
234
$7.21M 0.09%
86,120
+40,000
235
$7.21M 0.09%
58,595
+1,800
236
$7.15M 0.09%
17,020
237
$7.11M 0.09%
93,207
+3,280
238
$7.08M 0.09%
133,493
+9,760
239
$7M 0.09%
56,118
+9,291
240
$6.99M 0.09%
183,444
+6,880
241
$6.97M 0.09%
51,848
-100
242
$6.92M 0.09%
85,923
+729
243
$6.84M 0.09%
124,927
-300
244
$6.84M 0.09%
279,420
+16,740
245
$6.8M 0.09%
232,528
-7,587
246
$6.78M 0.09%
202,556
+16,000
247
$6.78M 0.09%
151,240
-400
248
$6.77M 0.09%
38,279
-900
249
$6.74M 0.09%
120,300
250
$6.72M 0.09%
67,337
-25
8 9
10
11 12