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
851
$864K 0.01%
12,290
+11,025
852
$863K 0.01%
108,565
+49,747
853
$859K 0.01%
108,160
+31,451
854
$857K 0.01%
1,100
855
$853K 0.01%
15,105
+1,090
856
$851K 0.01%
120,183
+19,026
857
$848K 0.01%
46,290
+13,426
858
$848K 0.01%
16,600
+900
859
$847K 0.01%
2,720
+620
860
$846K 0.01%
42,005
-3,000
861
$846K 0.01%
26,972
+1,350
862
$845K 0.01%
4,100
863
$845K 0.01%
15,084
+4,265
864
$844K 0.01%
43,290
865
$843K 0.01%
15,922
866
$841K 0.01%
20,400
867
$838K 0.01%
61,774
+16,768
868
$838K 0.01%
49,766
-1,100
869
$836K 0.01%
143,892
+30,862
870
$830K 0.01%
15,400
871
$829K 0.01%
87,565
-26,900
872
$820K 0.01%
13,000
873
$819K 0.01%
14,215
+50
874
$815K 0.01%
4,330
-2,619
875
$813K 0.01%
12,800
+800
33 34
35
36 37