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
951
$590K 0.01%
11,733
+7,400
952
$589K 0.01%
12,600
953
$588K 0.01%
8,026
+200
954
$588K 0.01%
20,900
955
$581K 0.01%
14,300
956
$579K 0.01%
21,900
957
$576K 0.01%
11,300
958
$573K 0.01%
24,700
959
$567K 0.01%
15,600
960
$566K 0.01%
17,930
-4,000
961
$565K 0.01%
20,014
-430
962
$564K 0.01%
11,800
963
$563K 0.01%
10,400
+400
964
$563K 0.01%
12,350
965
$562K 0.01%
11,600
966
$558K 0.01%
42,312
967
$556K 0.01%
4,935
+1,240
968
$552K 0.01%
30,000
-3,000
969
$552K 0.01%
19,800
970
$551K 0.01%
14,500
971
$551K 0.01%
13,800
972
$547K 0.01%
14,300
973
$547K 0.01%
58,000
974
$545K 0.01%
9,770
+2,000
975
$542K 0.01%
23,300
-1,000
37 38
39
40 41