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
751
$1.21M 0.01%
23,280
752
$1.2M 0.01%
6,750
753
$1.2M 0.01%
18,910
-3,000
754
$1.2M 0.01%
7,200
755
$1.2M 0.01%
121,338
+74,120
756
$1.18M 0.01%
26,530
+1,100
757
$1.18M 0.01%
1,210
-50
758
$1.18M 0.01%
53,700
759
$1.17M 0.01%
9,575
760
$1.15M 0.01%
45,643
+1,622
761
$1.14M 0.01%
41,100
-8,200
762
$1.14M 0.01%
3,900
+100
763
$1.13M 0.01%
45,000
+1,800
764
$1.13M 0.01%
28,170
+1,350
765
$1.13M 0.01%
14,895
+600
766
$1.13M 0.01%
36,690
-3,750
767
$1.12M 0.01%
23,500
768
$1.12M 0.01%
17,930
769
$1.12M 0.01%
19,920
770
$1.11M 0.01%
124,295
+55,000
771
$1.11M 0.01%
38,407
772
$1.11M 0.01%
8,100
773
$1.1M 0.01%
36,850
-600
774
$1.1M 0.01%
67,860
-9,300
775
$1.1M 0.01%
46,151
+7,386
29 30
31
32 33