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
1026
$464K 0.01%
21,250
1027
$464K 0.01%
16,400
1028
$455K 0.01%
16,733
1029
$454K 0.01%
33,000
+19,000
1030
$452K 0.01%
19,582
1031
$450K 0.01%
2,930
1032
$449K 0.01%
18,676
1033
$447K 0.01%
25,400
1034
$446K 0.01%
13,900
1035
$445K 0.01%
14,300
1036
$445K 0.01%
9,900
1037
$444K 0.01%
21,100
1038
$444K 0.01%
12,880
1039
$442K 0.01%
23,725
1040
$440K 0.01%
26,100
+2,200
1041
$438K 0.01%
6,639
1042
$436K 0.01%
8,700
1043
$432K 0.01%
7,100
1044
$431K 0.01%
10,000
1045
$430K 0.01%
29,400
-3,700
1046
$429K 0.01%
1,000
1047
$428K 0.01%
22,800
1048
$425K 0.01%
19,700
1049
$424K 0.01%
8,000
1050
$424K 0.01%
9,500
40 41
42
43 44