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
1476
$126K ﹤0.01%
2,622
+1,920
1477
$126K ﹤0.01%
44,213
1478
$126K ﹤0.01%
8,930
+6,900
1479
$126K ﹤0.01%
+3,300
1480
$125K ﹤0.01%
8,948
+2,200
1481
$124K ﹤0.01%
6,000
1482
$124K ﹤0.01%
7,170
+2,950
1483
$123K ﹤0.01%
3,200
+1,000
1484
$123K ﹤0.01%
2,395
+1,750
1485
$123K ﹤0.01%
2,325
+850
1486
$122K ﹤0.01%
1,715
-797
1487
$121K ﹤0.01%
5,650
+1,850
1488
$120K ﹤0.01%
2,100
-750
1489
$119K ﹤0.01%
4,080
+1,250
1490
$119K ﹤0.01%
2,000
+1,000
1491
$119K ﹤0.01%
852
-362
1492
$118K ﹤0.01%
1,820
+1,280
1493
$118K ﹤0.01%
3,240
+1,600
1494
$117K ﹤0.01%
114
+15
1495
$116K ﹤0.01%
2,300
-8,400
1496
$116K ﹤0.01%
1,105
+750
1497
$116K ﹤0.01%
3,595
+2,750
1498
$116K ﹤0.01%
2,025
+850
1499
$115K ﹤0.01%
9,350
+3,450
1500
$115K ﹤0.01%
2,900
58 59
60
61 62