Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $22.2B
1-Year Est. Return 21.03%
This Quarter Est. Return
1 Year Est. Return
+21.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.4B
AUM Growth
+$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,292
New
Increased
Reduced
Closed

Top Buys

1
+$35.3M
2
+$34M
3
+$30M
4
AMZN icon
Amazon
AMZN
+$29.2M
5
SBUX icon
Starbucks
SBUX
+$27.9M

Top Sells

1
+$19.2M
2
+$9M
3
+$7.16M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$6.96M
5
ABT icon
Abbott
ABT
+$5.68M

Sector Composition

1 Technology 23.46%
2 Healthcare 14.06%
3 Financials 11.67%
4 Consumer Discretionary 9.9%
5 Communication Services 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3.93M 0.03%
74,172
+10,715
427
$3.91M 0.03%
105,995
-400
428
$3.9M 0.03%
28,757
-2,300
429
$3.87M 0.03%
94,620
430
$3.83M 0.03%
31,900
431
$3.81M 0.03%
86,240
-400
432
$3.8M 0.03%
82,100
+3,000
433
$3.79M 0.03%
15,755
+2,000
434
$3.79M 0.03%
45,005
435
$3.77M 0.03%
15,955
+715
436
$3.77M 0.03%
30,665
437
$3.77M 0.03%
56,813
438
$3.76M 0.03%
53,523
+12,474
439
$3.73M 0.03%
39,180
-3,600
440
$3.72M 0.03%
76,415
441
$3.71M 0.03%
329,666
+81,509
442
$3.71M 0.03%
13,500
-400
443
$3.68M 0.03%
75,596
+6,450
444
$3.67M 0.03%
69,490
-1,000
445
$3.63M 0.03%
29,890
446
$3.62M 0.03%
106,140
+13,064
447
$3.62M 0.03%
105,357
+2,082
448
$3.6M 0.03%
121,930
+2,750
449
$3.58M 0.03%
25,800
+600
450
$3.58M 0.03%
15,350
16 17
18
19 20