Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $22.2B
1-Year Est. Return 21.03%
This Quarter Est. Return
1 Year Est. Return
+21.03%
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
2051
$18K ﹤0.01%
1,400
2052
$17K ﹤0.01%
880
+230
2053
$17K ﹤0.01%
1,800
+1,150
2054
$17K ﹤0.01%
1,090
2055
$17K ﹤0.01%
2,055
2056
$17K ﹤0.01%
2,651
2057
$17K ﹤0.01%
150
2058
$16K ﹤0.01%
6,258
+4,650
2059
$16K ﹤0.01%
1,425
2060
$16K ﹤0.01%
1,855
2061
$16K ﹤0.01%
1,620
2062
$16K ﹤0.01%
1,195
2063
$16K ﹤0.01%
12,000
2064
$16K ﹤0.01%
700
2065
$16K ﹤0.01%
3,300
2066
$16K ﹤0.01%
615
2067
$16K ﹤0.01%
1,530
2068
$16K ﹤0.01%
565
2069
$16K ﹤0.01%
16,500
2070
$15K ﹤0.01%
1,030
2071
$15K ﹤0.01%
2,080
+810
2072
$15K ﹤0.01%
1,925
-660
2073
$15K ﹤0.01%
180
2074
$15K ﹤0.01%
1,760
2075
$14K ﹤0.01%
3,200
81 82
83
84 85