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
601
$1.98M 0.02%
24,700
602
$1.98M 0.02%
22,900
+3,000
603
$1.97M 0.02%
9,250
+950
604
$1.97M 0.02%
31,272
+8,576
605
$1.97M 0.02%
115,935
+19,512
606
$1.96M 0.02%
13,320
+3,674
607
$1.96M 0.02%
151,468
608
$1.96M 0.02%
79,686
609
$1.95M 0.02%
40,385
+2,800
610
$1.95M 0.02%
22,058
+450
611
$1.93M 0.02%
26,521
+10,340
612
$1.93M 0.02%
46,650
+1,850
613
$1.92M 0.02%
16,730
+550
614
$1.91M 0.02%
1,761
+1,403
615
$1.9M 0.02%
89,680
-4,350
616
$1.9M 0.02%
86,242
+18,980
617
$1.9M 0.02%
60,470
-2,890
618
$1.88M 0.02%
64,302
-500
619
$1.87M 0.02%
55,456
+9,664
620
$1.87M 0.02%
104,338
+29,380
621
$1.86M 0.02%
21,605
-16,177
622
$1.86M 0.02%
83,610
623
$1.83M 0.01%
66,050
+3,000
624
$1.83M 0.01%
24,069
-14,971
625
$1.83M 0.01%
68,694
+9,467
23 24
25
26 27