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
1226
$197K ﹤0.01%
3,780
1227
$197K ﹤0.01%
3,950
1228
$196K ﹤0.01%
3,400
1229
$195K ﹤0.01%
6,000
1230
$195K ﹤0.01%
12,400
1231
$193K ﹤0.01%
8,950
1232
$192K ﹤0.01%
20,500
1233
$189K ﹤0.01%
+3,200
1234
$188K ﹤0.01%
4,300
1235
$187K ﹤0.01%
+12,000
1236
$186K ﹤0.01%
10,800
1237
$183K ﹤0.01%
6,600
1238
$182K ﹤0.01%
3,400
1239
$182K ﹤0.01%
1,600
1240
$181K ﹤0.01%
12,100
+3,500
1241
$180K ﹤0.01%
4,200
1242
$180K ﹤0.01%
11,300
1243
$180K ﹤0.01%
9,000
1244
$179K ﹤0.01%
8,000
1245
$177K ﹤0.01%
2,700
1246
$176K ﹤0.01%
12,000
1247
$174K ﹤0.01%
6,500
1248
$174K ﹤0.01%
6,100
+5,000
1249
$173K ﹤0.01%
5,500
+5,000
1250
$172K ﹤0.01%
11,100
+10,000
48 49
50
51 52