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
926
$700K 0.01%
3,700
+775
927
$697K 0.01%
63,832
+17,792
928
$697K 0.01%
6,600
+2,900
929
$697K 0.01%
35,559
-1,107
930
$696K 0.01%
28,905
+1,806
931
$695K 0.01%
15,580
-3,600
932
$695K 0.01%
20,400
933
$694K 0.01%
10,050
-1,100
934
$693K 0.01%
32,650
+2,450
935
$690K 0.01%
27,850
-550
936
$688K 0.01%
8,854
-26,139
937
$688K 0.01%
58,520
+5,000
938
$683K 0.01%
26,267
+6,135
939
$679K 0.01%
126,220
+8,000
940
$678K 0.01%
15,377
+900
941
$677K 0.01%
25,100
942
$672K 0.01%
8,200
+1,600
943
$671K 0.01%
30,684
+7,386
944
$669K 0.01%
4,761
-2,227
945
$667K 0.01%
16,250
946
$667K 0.01%
31,165
-200
947
$665K 0.01%
97,886
+43,625
948
$654K 0.01%
16,360
+1,650
949
$654K 0.01%
15,509
-3,200
950
$653K 0.01%
56,915
+17,510
36 37
38
39 40