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
776
$1.1M 0.01%
24,045
+1,250
777
$1.1M 0.01%
47,044
-1,016
778
$1.1M 0.01%
15,175
+1,790
779
$1.09M 0.01%
11,500
780
$1.09M 0.01%
19,508
+18,698
781
$1.09M 0.01%
17,975
+1,500
782
$1.09M 0.01%
16,457
783
$1.08M 0.01%
112,620
+25,303
784
$1.08M 0.01%
41,485
785
$1.08M 0.01%
37,626
-53,490
786
$1.07M 0.01%
203,916
+180,000
787
$1.07M 0.01%
19,450
+950
788
$1.07M 0.01%
41,879
+9,919
789
$1.07M 0.01%
31,370
+1,160
790
$1.07M 0.01%
155,861
-2,050
791
$1.06M 0.01%
49,600
792
$1.04M 0.01%
15,285
793
$1.04M 0.01%
23,750
+1,100
794
$1.04M 0.01%
26,010
+1,000
795
$1.04M 0.01%
54,000
+2,550
796
$1.04M 0.01%
20,600
797
$1.03M 0.01%
65,068
+12,577
798
$1.03M 0.01%
124,650
+3,850
799
$1.03M 0.01%
27,890
+7,798
800
$1.02M 0.01%
35,265
+2,300
30 31
32
33 34