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
651
$1.92M 0.02%
12,806
-290
652
$1.9M 0.02%
19,732
653
$1.9M 0.02%
109,770
-12,397
654
$1.87M 0.02%
66,115
655
$1.86M 0.02%
11,300
+800
656
$1.85M 0.02%
11,075
-213
657
$1.85M 0.02%
60,400
658
$1.85M 0.02%
85,080
659
$1.85M 0.02%
179,884
+31,558
660
$1.84M 0.02%
17,080
+5,800
661
$1.84M 0.02%
38,803
-6,178
662
$1.82M 0.02%
21,958
-3,679
663
$1.82M 0.02%
31,200
664
$1.81M 0.02%
22,712
+200
665
$1.81M 0.02%
18,472
+2,490
666
$1.79M 0.02%
53,577
+6,200
667
$1.78M 0.02%
28,100
-700
668
$1.78M 0.02%
79,500
+16,900
669
$1.77M 0.02%
8,219
+27
670
$1.76M 0.02%
6,925
671
$1.74M 0.02%
38,700
-40,000
672
$1.74M 0.02%
46,008
-8,610
673
$1.74M 0.02%
63,894
-4,759
674
$1.74M 0.02%
45,246
-9,553
675
$1.73M 0.02%
26,500
25 26
27
28 29