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
626
$2.1M 0.02%
54,200
-200
627
$2.09M 0.02%
55,672
+5,992
628
$2.08M 0.02%
18,265
-18,117
629
$2.08M 0.02%
47,080
-4,048
630
$2.08M 0.02%
48,450
-4,000
631
$2.07M 0.02%
78,414
632
$2.07M 0.02%
13,430
633
$2.07M 0.02%
68,520
+420
634
$2.06M 0.02%
36,280
635
$2.06M 0.02%
22,300
636
$2.06M 0.02%
20,040
+1,680
637
$2.03M 0.02%
68,406
+37,218
638
$2.03M 0.02%
10,843
-1,593
639
$2.02M 0.02%
92,005
640
$2.02M 0.02%
3,088
+2,356
641
$1.99M 0.02%
58,560
+7,650
642
$1.99M 0.02%
76,660
-2,000
643
$1.98M 0.02%
41,300
-1,270
644
$1.98M 0.02%
29,540
+1,385
645
$1.97M 0.02%
17,615
+6,045
646
$1.97M 0.02%
17,922
+4,429
647
$1.95M 0.02%
60,653
+11,920
648
$1.95M 0.02%
6,963
+3,313
649
$1.92M 0.02%
94,886
-24,508
650
$1.92M 0.02%
17,140
24 25
26
27 28