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
1851
$2K ﹤0.01%
105
1852
$1K ﹤0.01%
20
1853
$1K ﹤0.01%
100
1854
$1K ﹤0.01%
160
1855
$1K ﹤0.01%
7
1856
$1K ﹤0.01%
160
1857
– –
-5,000
1858
– –
-1,709
1859
– –
-53
1860
– –
-400
1861
– –
-170
1862
– –
-2,000
1863
– –
-4,600
1864
– –
-4,000
1865
– –
-10,000
1866
– –
-667
1867
– –
-4,900
1868
– –
-1,500
1869
$0 ﹤0.01%
250
1870
– –
-10,500
1871
– –
-167
1872
– –
-13,300
1873
– –
-500
1874
– –
-16,000
1875
– –
-7,140
73 74
75
76 77