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
2201
$5K ﹤0.01%
2,700
2202
$4K ﹤0.01%
26
2203
$4K ﹤0.01%
1,200
2204
$4K ﹤0.01%
76
2205
$4K ﹤0.01%
14
2206
$4K ﹤0.01%
100
2207
$4K ﹤0.01%
74
2208
$4K ﹤0.01%
350
2209
$4K ﹤0.01%
147
2210
$4K ﹤0.01%
5,070
2211
$4K ﹤0.01%
350
2212
$4K ﹤0.01%
380
-5,000
2213
$4K ﹤0.01%
2,200
2214
$4K ﹤0.01%
2,260
2215
$4K ﹤0.01%
645
2216
$4K ﹤0.01%
55
2217
$3K ﹤0.01%
110
2218
$3K ﹤0.01%
117
2219
$3K ﹤0.01%
724
2220
$3K ﹤0.01%
78
2221
$3K ﹤0.01%
34
-900
2222
$3K ﹤0.01%
71
2223
$3K ﹤0.01%
800
2224
$3K ﹤0.01%
420
-17,500
2225
$3K ﹤0.01%
3,300
87 88
89
90 91