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
301
$5.3M 0.07%
86,600
+12,800
302
$5.28M 0.07%
27,814
+3,804
303
$5.28M 0.07%
82,070
304
$5.27M 0.07%
131,900
+9,100
305
$5.25M 0.07%
92,614
306
$5.24M 0.07%
99,213
-11,029
307
$5.24M 0.07%
69,840
+13,300
308
$5.22M 0.07%
112,521
-3,500
309
$5.21M 0.07%
47,408
-2,520
310
$5.16M 0.07%
169,825
-234
311
$5.13M 0.07%
100,800
-2,000
312
$5.12M 0.07%
186,610
+2,700
313
$5.11M 0.07%
147,968
+12,885
314
$5.08M 0.07%
107,762
-400
315
$5.07M 0.07%
94,520
-180
316
$5.02M 0.07%
77,515
317
$5.01M 0.06%
78,647
+1,600
318
$5M 0.06%
87,401
-3,742
319
$5M 0.06%
107,970
-5,000
320
$4.98M 0.06%
33,067
321
$4.98M 0.06%
30,727
+200
322
$4.94M 0.06%
134,825
+45,425
323
$4.92M 0.06%
47,630
+1,120
324
$4.85M 0.06%
53,134
+12,009
325
$4.83M 0.06%
81,205
-31
11 12
13
14 15