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
526
$2.95M 0.03%
48,049
-700
527
$2.94M 0.03%
126,201
+24,890
528
$2.91M 0.03%
21,170
+20
529
$2.91M 0.03%
14,900
+3,280
530
$2.9M 0.03%
31,017
+26,892
531
$2.9M 0.03%
49,320
+3,440
532
$2.89M 0.03%
123,256
+4,608
533
$2.88M 0.03%
37,575
-3,150
534
$2.86M 0.03%
26,800
535
$2.86M 0.03%
10,494
+8,844
536
$2.86M 0.03%
64,700
-6,140
537
$2.86M 0.03%
12,122
538
$2.85M 0.02%
61,460
+29,548
539
$2.84M 0.02%
49,274
-7,680
540
$2.83M 0.02%
102,985
-86,182
541
$2.82M 0.02%
31,459
+15,634
542
$2.78M 0.02%
60,575
+12,200
543
$2.78M 0.02%
67,900
-2,300
544
$2.77M 0.02%
89,842
+385
545
$2.76M 0.02%
53,841
-2,323
546
$2.73M 0.02%
13,259
-960
547
$2.73M 0.02%
59,564
-7,400
548
$2.71M 0.02%
63,720
-60
549
$2.7M 0.02%
56,145
+2,000
550
$2.7M 0.02%
15,269
20 21
22
23 24