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
426
$3.11M 0.04%
18,520
-1,500
427
$3.1M 0.04%
75,630
428
$3.1M 0.04%
90,800
429
$3.08M 0.04%
125,770
+18,000
430
$3.07M 0.04%
53,468
431
$3.06M 0.04%
42,330
+15,250
432
$3.06M 0.04%
21,110
433
$3.04M 0.04%
20,364
434
$3.02M 0.04%
13,585
-500
435
$3.01M 0.04%
44,279
436
$3M 0.04%
83,627
+13,000
437
$2.99M 0.04%
38,580
+951
438
$2.97M 0.04%
37,826
+4,856
439
$2.97M 0.04%
26,092
440
$2.96M 0.04%
38,200
+700
441
$2.94M 0.04%
36,380
-200
442
$2.93M 0.04%
58,320
443
$2.92M 0.04%
56,730
-5,325
444
$2.92M 0.04%
56,830
+500
445
$2.89M 0.04%
34,760
446
$2.89M 0.04%
43,420
-100
447
$2.88M 0.04%
48,300
448
$2.88M 0.04%
101,578
+39,000
449
$2.87M 0.04%
57,872
450
$2.87M 0.04%
51,550
16 17
18
19 20