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
951
$650K 0.01%
10,820
-1,200
952
$645K 0.01%
11,240
+500
953
$645K 0.01%
11,650
+1,250
954
$643K 0.01%
19,202
+15,662
955
$643K 0.01%
61,100
+500
956
$640K 0.01%
65,815
+17,380
957
$638K 0.01%
17,390
+850
958
$636K 0.01%
14,338
+3,798
959
$635K 0.01%
20,400
+1,200
960
$633K 0.01%
60,812
+19,225
961
$632K 0.01%
7,205
-2,100
962
$629K 0.01%
7,601
-3,566
963
$629K 0.01%
57,657
+16,764
964
$627K 0.01%
10,903
+1,754
965
$626K 0.01%
58,371
+17,148
966
$626K 0.01%
7,635
967
$624K 0.01%
4,148
-1,100
968
$624K 0.01%
25,167
-16,466
969
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6,100
-2,458
970
$620K 0.01%
31,055
+2,650
971
$620K 0.01%
20,500
+2,600
972
$617K 0.01%
4,527
-1,815
973
$616K 0.01%
31,800
+500
974
$616K 0.01%
72,770
-148,541
975
$615K 0.01%
18,330
37 38
39
40 41