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
376
$3.72M 0.05%
119,984
+3,067
377
$3.72M 0.05%
43,440
378
$3.71M 0.05%
151,450
+13,900
379
$3.69M 0.05%
109,017
380
$3.68M 0.05%
76,345
-100
381
$3.67M 0.05%
143,680
-2,000
382
$3.65M 0.05%
95,638
-17,782
383
$3.65M 0.05%
46,169
-8,193
384
$3.61M 0.05%
30,030
-500
385
$3.58M 0.05%
32,405
+2,705
386
$3.57M 0.05%
74,700
387
$3.56M 0.05%
74,070
+800
388
$3.56M 0.05%
34,700
-300
389
$3.55M 0.05%
86,237
390
$3.55M 0.05%
116,704
-7,630
391
$3.55M 0.05%
82,229
-37
392
$3.54M 0.05%
75,680
393
$3.53M 0.05%
25,700
+1,000
394
$3.52M 0.05%
28,763
-3,280
395
$3.51M 0.05%
57,236
+11,297
396
$3.51M 0.05%
44,004
+4,113
397
$3.51M 0.05%
18,010
398
$3.5M 0.05%
89,100
399
$3.5M 0.05%
59,030
+5,000
400
$3.47M 0.05%
15,490
14 15
16
17 18