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
2076
$14K ﹤0.01%
+500
2077
– –
0
2078
$14K ﹤0.01%
1,480
2079
$14K ﹤0.01%
860
-110
2080
$13K ﹤0.01%
226
-800
2081
$13K ﹤0.01%
1,300
2082
$13K ﹤0.01%
1,690
2083
$13K ﹤0.01%
95
2084
$12K ﹤0.01%
655
2085
$12K ﹤0.01%
2,065
2086
$12K ﹤0.01%
1,296
2087
$12K ﹤0.01%
720
2088
$12K ﹤0.01%
155
2089
$12K ﹤0.01%
645
2090
$12K ﹤0.01%
2,170
2091
$12K ﹤0.01%
1,100
2092
$12K ﹤0.01%
1,000
2093
$12K ﹤0.01%
870
2094
$11K ﹤0.01%
1,100
2095
$11K ﹤0.01%
380
-80
2096
$11K ﹤0.01%
58
+19
2097
$11K ﹤0.01%
330
2098
$11K ﹤0.01%
655
2099
$11K ﹤0.01%
2,820
2100
$11K ﹤0.01%
2,325
-380
82 83
84
85 86