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
401
$3.44M 0.04%
52,000
402
$3.44M 0.04%
405,500
+100,000
403
$3.43M 0.04%
65,800
-3,500
404
$3.4M 0.04%
85,580
405
$3.39M 0.04%
67,203
-475
406
$3.39M 0.04%
51,800
+10,000
407
$3.39M 0.04%
77,915
408
$3.38M 0.04%
28,900
-400
409
$3.37M 0.04%
76,329
+18,300
410
$3.36M 0.04%
36,450
-1,500
411
$3.36M 0.04%
39,650
412
$3.33M 0.04%
28,526
+5,100
413
$3.3M 0.04%
316,344
-20,320
414
$3.29M 0.04%
91,526
-100
415
$3.27M 0.04%
45,410
416
$3.23M 0.04%
45,842
+1,067
417
$3.19M 0.04%
66,300
418
$3.19M 0.04%
105,317
419
$3.18M 0.04%
43,973
+10,200
420
$3.17M 0.04%
226,786
+4,880
421
$3.17M 0.04%
25,860
+25
422
$3.14M 0.04%
27,610
+500
423
$3.14M 0.04%
38,647
-7,528
424
$3.13M 0.04%
53,040
+800
425
$3.11M 0.04%
39,925
15 16
17
18 19