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
701
$1.38M 0.01%
71,320
+2,200
702
$1.37M 0.01%
39,421
+5,200
703
$1.36M 0.01%
31,474
704
$1.35M 0.01%
143,376
+36,236
705
$1.35M 0.01%
15,783
-14,618
706
$1.35M 0.01%
7,950
707
$1.34M 0.01%
118,558
+62,852
708
$1.34M 0.01%
45,773
+16,323
709
$1.34M 0.01%
26,800
+3,100
710
$1.34M 0.01%
32,455
+600
711
$1.33M 0.01%
44,223
+400
712
$1.33M 0.01%
90,700
-4,500
713
$1.33M 0.01%
46,420
-3,700
714
$1.32M 0.01%
18,480
-10,600
715
$1.32M 0.01%
15,700
-4,200
716
$1.32M 0.01%
175,546
+13,009
717
$1.32M 0.01%
54,750
718
$1.31M 0.01%
36,495
+3,820
719
$1.31M 0.01%
143,355
-7,200
720
$1.3M 0.01%
53,734
+37,399
721
$1.3M 0.01%
32,550
+11,650
722
$1.3M 0.01%
15,000
723
$1.3M 0.01%
21,200
+10,800
724
$1.29M 0.01%
24,250
+1,050
725
$1.29M 0.01%
6,670
+570
27 28
29
30 31