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
451
$2.86M 0.04%
85,485
452
$2.85M 0.04%
25,120
-1,600
453
$2.85M 0.04%
36,200
+1,700
454
$2.84M 0.04%
73,500
455
$2.84M 0.04%
37,391
+4,301
456
$2.82M 0.04%
17,420
457
$2.81M 0.04%
30,000
458
$2.79M 0.04%
39,988
+11,989
459
$2.78M 0.04%
287,289
+36,556
460
$2.78M 0.04%
36,500
+3,200
461
$2.76M 0.04%
75,300
462
$2.76M 0.04%
39,700
463
$2.75M 0.04%
125,870
464
$2.75M 0.04%
70,630
-15,000
465
$2.75M 0.04%
55,600
466
$2.74M 0.04%
43,096
-1,705
467
$2.72M 0.04%
47,150
-200
468
$2.71M 0.04%
51,631
469
$2.71M 0.04%
39,845
470
$2.71M 0.04%
70,500
+23,000
471
$2.69M 0.03%
89,217
472
$2.68M 0.03%
67,175
473
$2.68M 0.03%
152,500
474
$2.67M 0.03%
49,868
-22,100
475
$2.67M 0.03%
24,700
-200
17 18
19
20 21