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
101
$17.1M 0.22%
418,455
+12,800
102
$16.9M 0.22%
265,037
+1,200
103
$16.9M 0.22%
527,277
+7,148
104
$16.8M 0.22%
529,632
+75,615
105
$16.7M 0.22%
132,704
+6,414
106
$16.7M 0.22%
965,680
-6,000
107
$16.6M 0.21%
187,673
+3,000
108
$16.5M 0.21%
477,815
+8,530
109
$16.4M 0.21%
142,391
-2,800
110
$16.3M 0.21%
243,054
+1,910
111
$16.3M 0.21%
1,235,733
-10,152
112
$16.3M 0.21%
216,845
-1,540
113
$15.9M 0.21%
292,543
+3,550
114
$15.8M 0.21%
230,482
-207
115
$15.6M 0.2%
114,344
-3,600
116
$15.4M 0.2%
1,513,791
+2,460
117
$15.2M 0.2%
121,119
-7,030
118
$15M 0.19%
356,558
+22,500
119
$14.9M 0.19%
315,943
+50,105
120
$14.9M 0.19%
375,878
+4,103
121
$14.9M 0.19%
956,672
-200
122
$14.8M 0.19%
84,547
-103
123
$14.8M 0.19%
791,955
-12,000
124
$14.5M 0.19%
87,309
-200
125
$14.4M 0.19%
176,979
-9,323
3 4
5
6 7