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
601
$1.87M 0.02%
82,900
+19,900
602
$1.87M 0.02%
115,100
603
$1.86M 0.02%
37,324
-4,000
604
$1.86M 0.02%
43,108
-4,095
605
$1.85M 0.02%
22,800
-4,500
606
$1.84M 0.02%
30,350
607
$1.83M 0.02%
53,700
-16,800
608
$1.82M 0.02%
55,700
+16,000
609
$1.82M 0.02%
21,629
+1,260
610
$1.81M 0.02%
273,300
611
$1.8M 0.02%
60,681
-2,454
612
$1.79M 0.02%
22,875
+2,375
613
$1.78M 0.02%
25,000
614
$1.77M 0.02%
72,652
+674
615
$1.76M 0.02%
21,180
+17,300
616
$1.73M 0.02%
115,055
+2,000
617
$1.73M 0.02%
24,875
+1,500
618
$1.72M 0.02%
27,720
-200
619
$1.72M 0.02%
56,640
+17,720
620
$1.71M 0.02%
49,683
+18,915
621
$1.7M 0.02%
52,563
+10,585
622
$1.7M 0.02%
16,000
623
$1.69M 0.02%
12,800
+7,400
624
$1.68M 0.02%
37,700
+4,700
625
$1.68M 0.02%
24,300
+200
23 24
25
26 27