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
51
$30.3M 0.39%
561,608
-31,290
52
$28.8M 0.37%
450,345
+1,548
53
$28.6M 0.37%
356,072
+20,976
54
$28.3M 0.37%
258,418
+1,275
55
$28.2M 0.37%
19,184
56
$27.9M 0.36%
193,032
+19,311
57
$27.7M 0.36%
645,694
-500
58
$26.9M 0.35%
85,978
+10,130
59
$26.3M 0.34%
579,400
60
$26.1M 0.34%
495,085
+1,890
61
$26.1M 0.34%
593,498
+19,613
62
$25.9M 0.33%
247,313
+20,900
63
$25.1M 0.33%
347,893
-5,200
64
$25M 0.32%
313,954
-376
65
$24.5M 0.32%
336,238
+16,874
66
$24.4M 0.32%
302,310
-2,400
67
$23.9M 0.31%
150,133
-50
68
$23.6M 0.31%
368,733
-148
69
$23.5M 0.3%
153,989
+100
70
$23.3M 0.3%
430,442
-405
71
$23.2M 0.3%
111,892
-1,388
72
$22.8M 0.29%
94,973
-4,628
73
$22.7M 0.29%
98,517
+1,978
74
$22.4M 0.29%
529,625
+10,822
75
$22.1M 0.29%
248,895
+8,975
1 2
3
4 5