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
676
$1.73M 0.02%
172,950
+1,350
677
$1.72M 0.02%
45,910
+10,665
678
$1.7M 0.01%
23,271
+1,000
679
$1.7M 0.01%
12,550
680
$1.7M 0.01%
23,000
681
$1.69M 0.01%
35,664
+8,600
682
$1.68M 0.01%
47,062
-7,240
683
$1.67M 0.01%
60,315
-3,262
684
$1.66M 0.01%
36,920
-2,100
685
$1.66M 0.01%
26,641
686
$1.64M 0.01%
38,565
+700
687
$1.64M 0.01%
45,000
+200
688
$1.64M 0.01%
28,700
+4,700
689
$1.62M 0.01%
48,568
+9,372
690
$1.62M 0.01%
31,806
-1,602
691
$1.6M 0.01%
38,600
692
$1.6M 0.01%
75,175
+35,954
693
$1.6M 0.01%
20,300
+100
694
$1.59M 0.01%
58,175
+980
695
$1.59M 0.01%
39,847
696
$1.58M 0.01%
15,020
697
$1.58M 0.01%
24,940
698
$1.57M 0.01%
19,122
+3,780
699
$1.56M 0.01%
10,733
+2,950
700
$1.56M 0.01%
33,160
-1,200
26 27
28
29 30