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
551
$2.44M 0.02%
17,083
-8,541
552
$2.42M 0.02%
106,700
553
$2.42M 0.02%
169,003
+85,602
554
$2.41M 0.02%
112,661
+2,450
555
$2.39M 0.02%
37,500
556
$2.38M 0.02%
33,195
+1,000
557
$2.38M 0.02%
51,424
+1,300
558
$2.38M 0.02%
193,400
+400
559
$2.36M 0.02%
60,402
-4,292
560
$2.36M 0.02%
260,670
-44,885
561
$2.36M 0.02%
13,130
+300
562
$2.34M 0.02%
35,975
563
$2.34M 0.02%
38,905
-12,247
564
$2.32M 0.02%
47,655
+16,000
565
$2.32M 0.02%
21,250
+7,000
566
$2.32M 0.02%
57,575
567
$2.32M 0.02%
24,850
-2,500
568
$2.31M 0.02%
121,369
569
$2.31M 0.02%
85,375
-10,300
570
$2.27M 0.02%
44,850
571
$2.26M 0.02%
37,500
572
$2.25M 0.02%
18,042
573
$2.25M 0.02%
30,310
-200
574
$2.23M 0.02%
280,856
+112,497
575
$2.23M 0.02%
85,270
+2,600
21 22
23
24 25