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
1201
$219K ﹤0.01%
4,752
-352
1202
$215K ﹤0.01%
16,200
1203
$215K ﹤0.01%
18,000
1204
$215K ﹤0.01%
21,000
+20,000
1205
$214K ﹤0.01%
4,000
1206
$213K ﹤0.01%
4,400
1207
$213K ﹤0.01%
9,400
1208
$212K ﹤0.01%
3,200
1209
$212K ﹤0.01%
6,500
-3,200
1210
$210K ﹤0.01%
3,500
1211
$210K ﹤0.01%
5,200
1212
$210K ﹤0.01%
9,200
1213
$207K ﹤0.01%
14,950
-2,150
1214
$207K ﹤0.01%
6,380
-20
1215
$207K ﹤0.01%
8,200
1216
$207K ﹤0.01%
3,500
1217
$207K ﹤0.01%
+8,000
1218
$205K ﹤0.01%
8,200
1219
$204K ﹤0.01%
11,100
1220
$203K ﹤0.01%
8,000
1221
$203K ﹤0.01%
4,500
1222
$201K ﹤0.01%
5,000
1223
$200K ﹤0.01%
5,022
-24,250
1224
$198K ﹤0.01%
15,000
1225
$197K ﹤0.01%
3,300
47 48
49
50 51