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
676
$1.52M 0.01%
29,870
-3,000
677
$1.52M 0.01%
26,768
+1,600
678
$1.51M 0.01%
50,735
+21,250
679
$1.51M 0.01%
18,270
-500
680
$1.5M 0.01%
86,140
681
$1.5M 0.01%
86,992
+1,569
682
$1.49M 0.01%
36,600
683
$1.48M 0.01%
52,988
-81,500
684
$1.46M 0.01%
27,900
+2,470
685
$1.46M 0.01%
43,680
-1,000
686
$1.45M 0.01%
14,200
687
$1.44M 0.01%
139,656
+12,069
688
$1.44M 0.01%
55,830
689
$1.44M 0.01%
2,789
-2,411
690
$1.42M 0.01%
35,048
+2,250
691
$1.42M 0.01%
13,050
+2,450
692
$1.42M 0.01%
27,620
+1,350
693
$1.42M 0.01%
27,840
694
$1.42M 0.01%
128,295
+7,700
695
$1.42M 0.01%
26,130
-600
696
$1.4M 0.01%
54,552
-1,979
697
$1.4M 0.01%
40,800
698
$1.4M 0.01%
15,169
699
$1.39M 0.01%
6,450
700
$1.38M 0.01%
7,140
+40
26 27
28
29 30