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
626
$1.81M 0.01%
12,442
-4,416
627
$1.8M 0.01%
32,966
+8,771
628
$1.8M 0.01%
46,443
629
$1.78M 0.01%
31,198
+1,250
630
$1.77M 0.01%
65,045
+1,500
631
$1.77M 0.01%
21,300
+4,300
632
$1.77M 0.01%
28,473
+5,983
633
$1.76M 0.01%
32,410
634
$1.76M 0.01%
22,195
635
$1.76M 0.01%
53,325
+8,000
636
$1.76M 0.01%
25,100
+4,100
637
$1.75M 0.01%
56,930
-114,944
638
$1.74M 0.01%
63,321
+7,533
639
$1.74M 0.01%
9,509
+1,009
640
$1.74M 0.01%
+104,315
641
$1.72M 0.01%
13,864
+3,676
642
$1.72M 0.01%
64,817
+2,350
643
$1.71M 0.01%
93,500
644
$1.7M 0.01%
28,795
+1,000
645
$1.7M 0.01%
169,916
+49,582
646
$1.68M 0.01%
143,946
+34,491
647
$1.68M 0.01%
121,628
+28,041
648
$1.66M 0.01%
157,624
+26,749
649
$1.65M 0.01%
27,304
+5,859
650
$1.65M 0.01%
8,685
+300
24 25
26
27 28