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
151
$12.4M 0.16%
102,949
152
$12.4M 0.16%
391,681
+8,720
153
$12.2M 0.16%
155,270
+7,800
154
$12.1M 0.16%
185,587
-2,643
155
$11.9M 0.15%
211,006
+2,724
156
$11.9M 0.15%
139,491
-62
157
$11.7M 0.15%
84,225
158
$11.6M 0.15%
255,233
-634
159
$11.5M 0.15%
221,239
-300
160
$11.5M 0.15%
147,838
-2,310
161
$11.5M 0.15%
235,000
162
$11.4M 0.15%
213,447
+8,461
163
$11.4M 0.15%
179,398
-400
164
$11.4M 0.15%
151,872
+26,642
165
$11.3M 0.15%
374,692
+49,221
166
$11.3M 0.15%
84,680
+1,245
167
$11.3M 0.15%
294,020
+6,900
168
$11.2M 0.14%
483,829
+14,900
169
$10.9M 0.14%
846,592
+213,177
170
$10.8M 0.14%
168,531
-5,650
171
$10.8M 0.14%
278,121
-11,366
172
$10.8M 0.14%
341,974
+500
173
$10.8M 0.14%
151,165
-14,903
174
$10.8M 0.14%
240,187
+11,450
175
$10.8M 0.14%
133,343
-6,131
5 6
7
8 9