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
576
$2.49M 0.02%
23,420
-100
577
$2.49M 0.02%
32,736
-2,738
578
$2.48M 0.02%
81,605
-5,758
579
$2.48M 0.02%
59,120
-115
580
$2.47M 0.02%
8,772
+472
581
$2.46M 0.02%
173,241
-5,654
582
$2.45M 0.02%
43,000
583
$2.45M 0.02%
6,110
+1,731
584
$2.44M 0.02%
33,300
+200
585
$2.43M 0.02%
52,003
+3,385
586
$2.41M 0.02%
69,100
+57,730
587
$2.4M 0.02%
30,045
+1,850
588
$2.39M 0.02%
46,947
589
$2.39M 0.02%
76,124
+6,700
590
$2.39M 0.02%
12,735
+9,100
591
$2.39M 0.02%
33,077
-2,171
592
$2.38M 0.02%
64,300
593
$2.37M 0.02%
42,500
-1,200
594
$2.37M 0.02%
37,900
-930
595
$2.37M 0.02%
226,215
+48,620
596
$2.37M 0.02%
13,558
597
$2.37M 0.02%
50,282
-7,126
598
$2.36M 0.02%
77,630
+51,195
599
$2.36M 0.02%
141,468
-8,396
600
$2.36M 0.02%
15,230
+2,193
22 23
24
25 26