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
701
$1.31M 0.02%
90,100
+5,000
702
$1.3M 0.02%
58,150
-29,000
703
$1.3M 0.02%
22,800
704
$1.3M 0.02%
29,300
705
$1.29M 0.02%
51,811
706
$1.29M 0.02%
33,500
707
$1.28M 0.02%
37,350
-5,000
708
$1.28M 0.02%
48,300
-8,100
709
$1.27M 0.02%
36,800
+22,200
710
$1.27M 0.02%
18,429
711
$1.27M 0.02%
17,800
-120
712
$1.27M 0.02%
42,500
+15,000
713
$1.27M 0.02%
22,450
+5,000
714
$1.27M 0.02%
36,730
715
$1.26M 0.02%
69,650
+39,950
716
$1.26M 0.02%
42,400
717
$1.26M 0.02%
19,776
+8,400
718
$1.26M 0.02%
66,800
719
$1.26M 0.02%
25,210
720
$1.25M 0.02%
38,841
+8,170
721
$1.25M 0.02%
21,541
722
$1.25M 0.02%
66,900
+11,000
723
$1.24M 0.02%
180,400
-84,000
724
$1.24M 0.02%
32,240
725
$1.24M 0.02%
16,300
27 28
29
30 31