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
801
$973K 0.01%
41,400
+7,600
802
$965K 0.01%
19,400
803
$965K 0.01%
136,000
804
$964K 0.01%
29,031
+5,000
805
$962K 0.01%
35,700
806
$951K 0.01%
21,100
807
$950K 0.01%
23,020
808
$921K 0.01%
19,700
809
$921K 0.01%
79,000
810
$919K 0.01%
62,200
+9,450
811
$918K 0.01%
9,100
812
$917K 0.01%
10,600
813
$914K 0.01%
38,050
+22,050
814
$913K 0.01%
15,650
+10,000
815
$910K 0.01%
25,300
816
$908K 0.01%
8,100
817
$907K 0.01%
15,300
-3,750
818
$905K 0.01%
14,000
819
$904K 0.01%
31,500
820
$903K 0.01%
12,900
-1,670
821
$897K 0.01%
16,700
822
$894K 0.01%
12,020
823
$890K 0.01%
9,620
+2,200
824
$885K 0.01%
19,050
825
$885K 0.01%
22,200
-2,500
31 32
33
34 35