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
501
$3.26M 0.03%
78,437
-7,504
502
$3.25M 0.03%
112,110
-9,490
503
$3.25M 0.03%
55,090
+2,464
504
$3.24M 0.03%
19,074
505
$3.23M 0.03%
36,325
+14,245
506
$3.23M 0.03%
50,034
-6,596
507
$3.21M 0.03%
53,150
+6,200
508
$3.21M 0.03%
104,628
-6,647
509
$3.2M 0.03%
40,491
+9,159
510
$3.18M 0.03%
74,527
-6,869
511
$3.16M 0.03%
112,149
+24,571
512
$3.16M 0.03%
138,154
+90,483
513
$3.1M 0.03%
70,192
+4,990
514
$3.09M 0.03%
67,949
+42,799
515
$3.08M 0.03%
31,880
+8,420
516
$3.07M 0.03%
7,874
-3,370
517
$3.06M 0.03%
32,325
-3,460
518
$3.05M 0.03%
26,035
519
$3.05M 0.03%
103,822
-20,780
520
$3.03M 0.03%
30,710
+5,600
521
$3.02M 0.03%
138,346
+12,300
522
$3.02M 0.03%
55,975
+10,125
523
$3.01M 0.03%
17,379
-2,750
524
$2.97M 0.03%
103,100
525
$2.96M 0.03%
20,540
+230
19 20
21
22 23