Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $25.9B
1-Year Est. Return 23.13%
This Quarter Est. Return
1 Year Est. Return
+23.13%
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
876
$812K 0.01%
20,045
877
$812K 0.01%
8,000
878
$811K 0.01%
48,650
+4,950
879
$811K 0.01%
33,650
-6,350
880
$811K 0.01%
16,200
881
$808K 0.01%
17,400
882
$807K 0.01%
8,225
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883
$804K 0.01%
4,425
-500
884
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15,550
+750
885
$799K 0.01%
21,800
886
$793K 0.01%
69,486
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887
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2,405
888
$790K 0.01%
19,100
-3,300
889
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17,815
-4,400
890
$772K 0.01%
45,200
891
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3,268
-11,762
892
$769K 0.01%
136,981
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28,606
894
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23,855
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895
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8,275
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896
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114,700
+7,700
897
$758K 0.01%
22,150
+1,350
898
$757K 0.01%
42,410
+9,705
899
$756K 0.01%
19,391
+3,900
900
$753K 0.01%
5,510
-2,750
34 35
36
37 38