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
1101
$352K ﹤0.01%
12,300
1102
$352K ﹤0.01%
21,000
1103
$349K ﹤0.01%
25,300
1104
$347K ﹤0.01%
24,000
1105
$343K ﹤0.01%
28,840
1106
$341K ﹤0.01%
6,000
1107
$340K ﹤0.01%
4,300
1108
$340K ﹤0.01%
+7,200
1109
$337K ﹤0.01%
18,700
1110
$336K ﹤0.01%
8,900
1111
$336K ﹤0.01%
7,500
1112
$332K ﹤0.01%
24,600
+5,000
1113
$332K ﹤0.01%
32,900
1114
$329K ﹤0.01%
5,500
-300
1115
$329K ﹤0.01%
10,000
1116
$328K ﹤0.01%
11,800
-400
1117
$327K ﹤0.01%
6,300
1118
$326K ﹤0.01%
2,900
1119
$325K ﹤0.01%
15,000
+1,751
1120
$325K ﹤0.01%
3,500
1121
$325K ﹤0.01%
14,200
+700
1122
$324K ﹤0.01%
19,815
+13,210
1123
$323K ﹤0.01%
10,700
1124
$322K ﹤0.01%
10,300
1125
$322K ﹤0.01%
17,300
43 44
45
46 47