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
1001
$506K 0.01%
25,500
1002
$502K 0.01%
37,800
1003
$501K 0.01%
14,200
1004
$499K 0.01%
16,200
1005
$499K 0.01%
13,700
1006
$497K 0.01%
21,700
1007
$496K 0.01%
18,600
1008
$493K 0.01%
16,300
1009
$492K 0.01%
27,100
1010
$491K 0.01%
37,300
+3,800
1011
$490K 0.01%
12,724
1012
$489K 0.01%
28,200
1013
$488K 0.01%
17,600
+3,700
1014
$487K 0.01%
13,600
1015
$487K 0.01%
5,500
1016
$486K 0.01%
66,816
+27,840
1017
$485K 0.01%
11,750
+7,200
1018
$484K 0.01%
18,800
1019
$483K 0.01%
5,000
1020
$481K 0.01%
3,100
1021
$476K 0.01%
7,800
1022
$474K 0.01%
9,900
-1,500
1023
$471K 0.01%
37,400
1024
$467K 0.01%
5,900
1025
$466K 0.01%
8,982
+2,000
39 40
41
42 43