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
476
$3.24M 0.03%
35,329
+9,000
477
$3.23M 0.03%
63,450
-2,596
478
$3.21M 0.03%
123,544
+9,256
479
$3.2M 0.03%
65,489
-2,175
480
$3.19M 0.03%
17,980
-200
481
$3.17M 0.03%
16,500
482
$3.16M 0.03%
53,835
-13,965
483
$3.16M 0.03%
143,818
+4,285
484
$3.15M 0.03%
40,070
485
$3.14M 0.03%
17,087
486
$3.14M 0.03%
124,822
+14,478
487
$3.13M 0.03%
74,774
488
$3.12M 0.03%
30,220
+1,050
489
$3.11M 0.03%
86,169
490
$3.06M 0.02%
39,920
491
$3.06M 0.02%
93,300
492
$3.04M 0.02%
31,145
493
$3.04M 0.02%
28,394
-501
494
$3.04M 0.02%
24,812
-4,400
495
$3.03M 0.02%
128,640
+40,480
496
$3M 0.02%
98,358
+40,201
497
$2.99M 0.02%
92,626
+9,935
498
$2.96M 0.02%
52,295
+1,400
499
$2.95M 0.02%
720,855
-23,500
500
$2.92M 0.02%
32,143
+25,566
18 19
20
21 22