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
851
$830K 0.01%
17,500
852
$830K 0.01%
97,130
+35,900
853
$825K 0.01%
73,859
+41,965
854
$821K 0.01%
18,530
855
$820K 0.01%
30,700
856
$818K 0.01%
11,050
-2,500
857
$817K 0.01%
5,200
858
$816K 0.01%
37,600
+4,100
859
$813K 0.01%
51,800
+1,900
860
$811K 0.01%
11,685
861
$810K 0.01%
9,400
862
$806K 0.01%
18,189
-218
863
$801K 0.01%
65,839
+32,700
864
$797K 0.01%
52,200
-300
865
$791K 0.01%
29,000
866
$789K 0.01%
20,300
+4,000
867
$786K 0.01%
22,500
868
$786K 0.01%
8,230
869
$785K 0.01%
35,400
870
$780K 0.01%
60,800
871
$780K 0.01%
33,740
+700
872
$776K 0.01%
29,500
873
$775K 0.01%
16,100
+800
874
$773K 0.01%
14,200
875
$770K 0.01%
21,474
-4,150
33 34
35
36 37