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
901
$752K 0.01%
42,519
+7,300
902
$751K 0.01%
23,396
903
$748K 0.01%
60,050
+2,950
904
$747K 0.01%
35,300
-19,700
905
$745K 0.01%
53,826
+14,341
906
$744K 0.01%
16,771
907
$741K 0.01%
45,415
+2,200
908
$740K 0.01%
17,300
909
$739K 0.01%
2,059
+473
910
$738K 0.01%
85,224
+25,134
911
$738K 0.01%
24,168
-14,483
912
$734K 0.01%
106,772
-7,050
913
$733K 0.01%
17,890
914
$732K 0.01%
16,300
915
$731K 0.01%
81,167
+18,879
916
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7,465
+950
917
$724K 0.01%
28,135
+1,590
918
$724K 0.01%
4,400
+900
919
$723K 0.01%
19,800
920
$722K 0.01%
45,830
-11,400
921
$718K 0.01%
3,277
-2,295
922
$718K 0.01%
32,200
923
$711K 0.01%
17,925
924
$708K 0.01%
34,757
+9,936
925
$702K 0.01%
8,946
+1,845
35 36
37
38 39