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
626
$1.67M 0.02%
61,060
-9,500
627
$1.66M 0.02%
15,400
628
$1.66M 0.02%
62,800
629
$1.64M 0.02%
11,600
630
$1.64M 0.02%
49,800
631
$1.63M 0.02%
21,100
632
$1.63M 0.02%
14,492
+6,287
633
$1.63M 0.02%
53,784
-7,454
634
$1.62M 0.02%
64,825
635
$1.61M 0.02%
35,103
636
$1.6M 0.02%
16,517
-6,983
637
$1.58M 0.02%
28,400
-2,500
638
$1.58M 0.02%
1,900
639
$1.57M 0.02%
32,142
+1,000
640
$1.56M 0.02%
19,280
-5,874
641
$1.56M 0.02%
24,210
642
$1.56M 0.02%
30,866
643
$1.56M 0.02%
64,607
+3,858
644
$1.56M 0.02%
32,300
+1,200
645
$1.55M 0.02%
52,550
-5,000
646
$1.55M 0.02%
14,600
-200
647
$1.55M 0.02%
24,467
+2,500
648
$1.54M 0.02%
19,920
+3,000
649
$1.54M 0.02%
39,120
+11,250
650
$1.54M 0.02%
24,048
24 25
26
27 28