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
201
$9.19M 0.12%
170,595
+5,000
202
$9.04M 0.12%
83,488
203
$9.02M 0.12%
70,385
+4,700
204
$8.87M 0.11%
237,000
+300
205
$8.86M 0.11%
172,700
-49,600
206
$8.8M 0.11%
378,745
-35,512
207
$8.76M 0.11%
114,151
-13,354
208
$8.75M 0.11%
69,339
209
$8.75M 0.11%
117,810
+17,975
210
$8.45M 0.11%
177,468
-2,200
211
$8.42M 0.11%
37,753
-7,795
212
$8.36M 0.11%
61,345
+11,864
213
$8.28M 0.11%
126,048
-100
214
$8.26M 0.11%
53,654
+8,239
215
$8.14M 0.11%
193,149
+3,217
216
$8.11M 0.11%
120,369
+48,912
217
$8M 0.1%
123,407
+826
218
$7.98M 0.1%
84,665
+3,000
219
$7.94M 0.1%
92,951
-2,100
220
$7.93M 0.1%
133,698
-20,777
221
$7.88M 0.1%
141,540
+800
222
$7.82M 0.1%
98,073
-10,122
223
$7.72M 0.1%
68,470
224
$7.7M 0.1%
244,298
-21,131
225
$7.63M 0.1%
248,273
-50,100
7 8
9
10 11