Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.4B
AUM Growth
-$2.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,580
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$9.47M
3
+$7.23M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.94M
5
CDNS icon
Cadence Design Systems
CDNS
+$4.78M

Top Sells

1
+$339M
2
+$243M
3
+$56.9M
4
T icon
AT&T
T
+$20.9M
5
AMZN icon
Amazon
AMZN
+$12.4M

Sector Composition

1 Technology 22.82%
2 Healthcare 14.55%
3 Financials 12.67%
4 Consumer Discretionary 8.92%
5 Industrials 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3.84M 0.03%
88,350
-4,800
452
$3.84M 0.03%
39,355
+2,480
453
$3.82M 0.03%
72,940
454
$3.82M 0.03%
21,300
-600
455
$3.78M 0.03%
57,962
+1,200
456
$3.76M 0.03%
42,762
-2,948
457
$3.76M 0.03%
15,750
-400
458
$3.75M 0.03%
23,150
+2,540
459
$3.74M 0.03%
37,434
+3,000
460
$3.73M 0.03%
96,690
-58,234
461
$3.73M 0.03%
239,360
+13,180
462
$3.72M 0.03%
136,150
-5,430
463
$3.72M 0.03%
18,774
+50
464
$3.71M 0.03%
15,095
+1,600
465
$3.7M 0.03%
26,057
+9,800
466
$3.7M 0.03%
53,127
+12,462
467
$3.68M 0.03%
30,900
-4,070
468
$3.67M 0.03%
29,580
+2,920
469
$3.66M 0.03%
50,340
+170
470
$3.66M 0.03%
108,031
-9,524
471
$3.65M 0.03%
41,760
+6,200
472
$3.63M 0.03%
20,964
+11,060
473
$3.6M 0.03%
60,343
+19,743
474
$3.59M 0.03%
23,100
475
$3.58M 0.03%
323,134
+124,386
17 18
19
20 21