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
601
$2.34M 0.02%
26,880
602
$2.33M 0.02%
44,088
+26,143
603
$2.31M 0.02%
27,800
-192
604
$2.3M 0.02%
12,414
+2,684
605
$2.29M 0.02%
57,060
606
$2.28M 0.02%
108,499
+4,501
607
$2.27M 0.02%
67,303
-1,150
608
$2.27M 0.02%
59,070
609
$2.25M 0.02%
47,100
-7,990
610
$2.25M 0.02%
26,985
611
$2.25M 0.02%
78,623
-74,839
612
$2.24M 0.02%
16,760
+260
613
$2.22M 0.02%
64,893
-2,978
614
$2.2M 0.02%
8,387
+31
615
$2.18M 0.02%
26,857
-1,000
616
$2.17M 0.02%
19,510
-6,720
617
$2.16M 0.02%
38,370
+5,700
618
$2.15M 0.02%
103,558
-11,361
619
$2.14M 0.02%
15,400
+6,700
620
$2.13M 0.02%
4,503
+1,503
621
$2.13M 0.02%
36,928
622
$2.12M 0.02%
72,571
+1,838
623
$2.11M 0.02%
226,793
-15,167
624
$2.11M 0.02%
7,050
625
$2.1M 0.02%
10,400
-6,880
23 24
25
26 27