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
551
$2.18M 0.03%
33,430
+9,000
552
$2.18M 0.03%
58,095
+8,800
553
$2.18M 0.03%
41,968
-30,454
554
$2.17M 0.03%
61,000
555
$2.17M 0.03%
31,300
+600
556
$2.15M 0.03%
32,420
557
$2.13M 0.03%
106,454
+5,900
558
$2.13M 0.03%
17,560
-645
559
$2.13M 0.03%
42,200
560
$2.12M 0.03%
74,040
561
$2.11M 0.03%
56,540
562
$2.11M 0.03%
32,000
+12,500
563
$2.11M 0.03%
44,525
+300
564
$2.1M 0.03%
31,500
565
$2.1M 0.03%
51,065
+4,300
566
$2.09M 0.03%
36,110
567
$2.07M 0.03%
36,430
568
$2.06M 0.03%
40,570
569
$2.06M 0.03%
3,919
+200
570
$2.06M 0.03%
24,396
-2,460
571
$2.06M 0.03%
24,371
-1,100
572
$2.06M 0.03%
74,583
+13,323
573
$2.06M 0.03%
37,540
574
$2.04M 0.03%
32,700
575
$2.04M 0.03%
61,516
+21,200
21 22
23
24 25