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
651
$1.64M 0.01%
73,415
+3,250
652
$1.64M 0.01%
31,600
+1,100
653
$1.63M 0.01%
63,130
+2,100
654
$1.62M 0.01%
29,390
+1,600
655
$1.62M 0.01%
31,860
-1,345
656
$1.61M 0.01%
25,750
-2,750
657
$1.61M 0.01%
28,574
658
$1.61M 0.01%
39,100
659
$1.6M 0.01%
28,953
660
$1.59M 0.01%
39,800
661
$1.59M 0.01%
52,677
+2,080
662
$1.58M 0.01%
37,495
+10,724
663
$1.58M 0.01%
72,160
+17,370
664
$1.58M 0.01%
14,885
+550
665
$1.57M 0.01%
62,225
+19,100
666
$1.56M 0.01%
12,115
-12,328
667
$1.56M 0.01%
26,500
668
$1.56M 0.01%
43,675
-900
669
$1.55M 0.01%
6,936
670
$1.55M 0.01%
40,730
+4,500
671
$1.55M 0.01%
30,042
-503
672
$1.54M 0.01%
55,965
+14,000
673
$1.54M 0.01%
147,587
+42,385
674
$1.53M 0.01%
77,700
+13,900
675
$1.53M 0.01%
58,425
-780
25 26
27
28 29