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
651
$1.53M 0.02%
29,350
-2,800
652
$1.53M 0.02%
109,300
653
$1.53M 0.02%
43,530
-200
654
$1.52M 0.02%
47,950
-200
655
$1.51M 0.02%
27,600
656
$1.51M 0.02%
104,543
+2,900
657
$1.51M 0.02%
23,200
658
$1.5M 0.02%
9,856
+5,000
659
$1.49M 0.02%
17,900
+8,600
660
$1.49M 0.02%
39,600
661
$1.49M 0.02%
23,600
662
$1.49M 0.02%
1,600
663
$1.46M 0.02%
57,190
664
$1.45M 0.02%
54,700
+12,000
665
$1.44M 0.02%
30,620
+18,320
666
$1.44M 0.02%
30,800
+7,500
667
$1.44M 0.02%
21,700
+6,700
668
$1.44M 0.02%
15,200
-400
669
$1.43M 0.02%
29,444
670
$1.42M 0.02%
93,937
+60,950
671
$1.42M 0.02%
62,300
672
$1.41M 0.02%
47,687
673
$1.41M 0.02%
28,610
674
$1.41M 0.02%
14,400
675
$1.4M 0.02%
38,800
25 26
27
28 29