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
1551
$97K ﹤0.01%
1,665
+1,050
1552
$97K ﹤0.01%
1,250
+900
1553
$97K ﹤0.01%
3,936
+2,748
1554
$97K ﹤0.01%
3,195
-170
1555
$96K ﹤0.01%
2,580
+1,900
1556
$96K ﹤0.01%
1,415
+300
1557
$96K ﹤0.01%
12,665
+3,545
1558
$95K ﹤0.01%
3,600
1559
$95K ﹤0.01%
4,100
1560
$94K ﹤0.01%
1,315
1561
$94K ﹤0.01%
11,300
-5,900
1562
$94K ﹤0.01%
6,770
+2,650
1563
$94K ﹤0.01%
2,220
+1,235
1564
$93K ﹤0.01%
2,590
+1,830
1565
$93K ﹤0.01%
7,519
+2,946
1566
$92K ﹤0.01%
1,090
1567
$92K ﹤0.01%
1,640
+1,100
1568
$92K ﹤0.01%
3,000
1569
$92K ﹤0.01%
+1,500
1570
$92K ﹤0.01%
8,300
1571
$92K ﹤0.01%
4,400
1572
$91K ﹤0.01%
1,100
-450
1573
$90K ﹤0.01%
2,300
1574
$90K ﹤0.01%
7,800
+3,200
1575
$89K ﹤0.01%
7,190
-8,500
61 62
63
64 65