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
2176
$6K ﹤0.01%
1,235
-10,000
2177
$6K ﹤0.01%
3,190
2178
$6K ﹤0.01%
65
2179
$6K ﹤0.01%
1,160
2180
$6K ﹤0.01%
584
-25,291
2181
$6K ﹤0.01%
575
2182
$6K ﹤0.01%
810
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2183
$6K ﹤0.01%
1,055
2184
$6K ﹤0.01%
14
2185
$6K ﹤0.01%
430
2186
$6K ﹤0.01%
770
2187
$6K ﹤0.01%
500
2188
$6K ﹤0.01%
201
2189
$5K ﹤0.01%
600
-330
2190
$5K ﹤0.01%
16
2191
$5K ﹤0.01%
80
2192
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2193
$5K ﹤0.01%
1,220
2194
$5K ﹤0.01%
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2195
$5K ﹤0.01%
1,530
+1,030
2196
$5K ﹤0.01%
380
-3,200
2197
$5K ﹤0.01%
15
2198
$5K ﹤0.01%
1,535
2199
$5K ﹤0.01%
428
2200
$5K ﹤0.01%
980
86 87
88
89 90