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
126
$14.3M 0.19%
277,593
-3,700
127
$14.2M 0.18%
116,257
-120
128
$14.1M 0.18%
145,029
-6,025
129
$14.1M 0.18%
107,900
+250
130
$13.9M 0.18%
1,412,250
-2,650
131
$13.9M 0.18%
122,799
+11,575
132
$13.9M 0.18%
199,279
+4,275
133
$13.7M 0.18%
191,077
-11,305
134
$13.7M 0.18%
203,470
-10,410
135
$13.6M 0.18%
37,396
-600
136
$13.3M 0.17%
370,744
+2,954
137
$13.3M 0.17%
49,163
+8,210
138
$13.2M 0.17%
402,062
-255
139
$13.1M 0.17%
175,449
+12,330
140
$13.1M 0.17%
305,544
+2,100
141
$12.9M 0.17%
278,113
+39,924
142
$12.9M 0.17%
117,570
143
$12.8M 0.17%
340,530
-3,900
144
$12.8M 0.17%
1,058,983
-45,600
145
$12.8M 0.17%
184,435
-900
146
$12.7M 0.16%
109,011
+4,000
147
$12.6M 0.16%
254,252
-700
148
$12.6M 0.16%
775,340
+12,000
149
$12.6M 0.16%
244,529
+40,359
150
$12.5M 0.16%
261,560
-4,100
4 5
6
7 8