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
476
$3.55M 0.03%
12,054
+8,804
477
$3.55M 0.03%
15,800
478
$3.54M 0.03%
42,829
+30,004
479
$3.53M 0.03%
47,384
+740
480
$3.5M 0.03%
72,395
-2,640
481
$3.5M 0.03%
31,240
-9,781
482
$3.5M 0.03%
51,370
-558
483
$3.49M 0.03%
71,985
-3,125
484
$3.46M 0.03%
121,362
+34,976
485
$3.46M 0.03%
56,388
+19,821
486
$3.45M 0.03%
17,487
+9,327
487
$3.43M 0.03%
101,210
-7,549
488
$3.43M 0.03%
21,770
+5,820
489
$3.43M 0.03%
17,400
+9,979
490
$3.42M 0.03%
62,550
-32,381
491
$3.4M 0.03%
47,548
492
$3.4M 0.03%
14,584
+300
493
$3.36M 0.03%
32,645
+140
494
$3.34M 0.03%
50,560
+3,000
495
$3.33M 0.03%
8,652
+436
496
$3.33M 0.03%
198,734
-13,846
497
$3.32M 0.03%
244,800
-11,315
498
$3.29M 0.03%
73,950
-420
499
$3.29M 0.03%
62,805
-6,072
500
$3.28M 0.03%
156,811
-104,496
18 19
20
21 22