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
901
$711K 0.01%
18,700
+10,600
902
$702K 0.01%
15,000
+6,600
903
$688K 0.01%
19,800
904
$687K 0.01%
26,000
905
$684K 0.01%
35,000
+10,000
906
$684K 0.01%
10,100
907
$681K 0.01%
9,750
908
$680K 0.01%
16,700
909
$680K 0.01%
24,720
910
$679K 0.01%
17,400
911
$676K 0.01%
4,800
912
$675K 0.01%
6,210
913
$673K 0.01%
9,300
+4,400
914
$672K 0.01%
24,185
+12,135
915
$667K 0.01%
9,700
916
$665K 0.01%
22,700
917
$665K 0.01%
10,516
918
$664K 0.01%
16,820
-5,900
919
$656K 0.01%
400
920
$655K 0.01%
30,583
921
$651K 0.01%
8,800
922
$650K 0.01%
14,900
923
$650K 0.01%
46,200
+1,100
924
$649K 0.01%
10,000
-400
925
$649K 0.01%
49,300
+17,800
35 36
37
38 39