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
526
$2.34M 0.03%
38,260
-3,870
527
$2.33M 0.03%
123,800
+12,600
528
$2.33M 0.03%
70,850
+900
529
$2.33M 0.03%
28,772
530
$2.32M 0.03%
35,178
+21,508
531
$2.31M 0.03%
16,177
532
$2.31M 0.03%
53,900
+800
533
$2.31M 0.03%
122,460
534
$2.3M 0.03%
44,449
535
$2.29M 0.03%
188,512
-20,788
536
$2.29M 0.03%
28,810
-100
537
$2.29M 0.03%
83,600
538
$2.27M 0.03%
58,000
539
$2.27M 0.03%
143,614
-500
540
$2.26M 0.03%
57,841
+16,411
541
$2.26M 0.03%
28,446
+15,000
542
$2.26M 0.03%
39,900
543
$2.25M 0.03%
42,800
544
$2.23M 0.03%
31,914
-80
545
$2.22M 0.03%
27,748
-100
546
$2.2M 0.03%
60,100
547
$2.2M 0.03%
159,189
+6,500
548
$2.2M 0.03%
95,400
549
$2.19M 0.03%
25,867
-4,500
550
$2.18M 0.03%
77,955
+14,277
20 21
22
23 24