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
501
$2.91M 0.02%
10,400
502
$2.9M 0.02%
6,825
503
$2.89M 0.02%
38,740
+4,400
504
$2.88M 0.02%
18,774
505
$2.87M 0.02%
70,660
-4,000
506
$2.86M 0.02%
114,053
+29,872
507
$2.86M 0.02%
700
508
$2.85M 0.02%
28,275
+2,700
509
$2.83M 0.02%
98,750
510
$2.82M 0.02%
29,890
511
$2.79M 0.02%
29,135
+3,000
512
$2.78M 0.02%
277,483
+14,800
513
$2.76M 0.02%
69,249
+14,413
514
$2.75M 0.02%
60,165
+16,693
515
$2.75M 0.02%
181,964
+15,782
516
$2.73M 0.02%
76,738
+2,000
517
$2.73M 0.02%
5,244
-200
518
$2.72M 0.02%
13,025
-1,500
519
$2.72M 0.02%
58,210
-74,605
520
$2.71M 0.02%
39,610
+1,200
521
$2.71M 0.02%
45,420
+15,600
522
$2.67M 0.02%
20,925
-2,026
523
$2.67M 0.02%
38,661
-250
524
$2.67M 0.02%
216,264
-33,828
525
$2.65M 0.02%
22,890
+1,100
19 20
21
22 23