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
551
$2.69M 0.02%
25,688
+2,788
552
$2.68M 0.02%
18,434
+3,934
553
$2.67M 0.02%
95,776
-12,770
554
$2.65M 0.02%
22,763
555
$2.63M 0.02%
10,286
+1,901
556
$2.63M 0.02%
17,975
+25
557
$2.62M 0.02%
105,943
-9,372
558
$2.61M 0.02%
55,704
-3,177
559
$2.61M 0.02%
15,485
+540
560
$2.61M 0.02%
114,851
+479
561
$2.6M 0.02%
32,400
-2,000
562
$2.59M 0.02%
47,262
+9,976
563
$2.58M 0.02%
53,800
564
$2.57M 0.02%
34,498
+100
565
$2.56M 0.02%
71,745
-6,510
566
$2.56M 0.02%
76,992
+76,380
567
$2.55M 0.02%
158,190
568
$2.55M 0.02%
43,300
+1,725
569
$2.55M 0.02%
66,738
+47,738
570
$2.52M 0.02%
25,405
+50
571
$2.52M 0.02%
26,465
-10,373
572
$2.52M 0.02%
79,511
573
$2.51M 0.02%
20,350
+1,400
574
$2.51M 0.02%
37,895
+1,620
575
$2.5M 0.02%
70,770
+1,900
21 22
23
24 25