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
701
$1.55M 0.01%
15,282
+2,360
702
$1.55M 0.01%
54,045
-9,000
703
$1.53M 0.01%
28,400
+3,800
704
$1.53M 0.01%
60,250
705
$1.53M 0.01%
30,536
-4,541
706
$1.53M 0.01%
14,710
707
$1.52M 0.01%
21,898
-420
708
$1.52M 0.01%
16,200
-110
709
$1.52M 0.01%
20,325
+5,745
710
$1.52M 0.01%
26,497
-2,337
711
$1.51M 0.01%
70,085
+20,153
712
$1.51M 0.01%
17,966
-2,580
713
$1.5M 0.01%
55,343
+11,922
714
$1.5M 0.01%
29,716
-40,876
715
$1.5M 0.01%
63,589
+3,593
716
$1.5M 0.01%
42,340
+300
717
$1.5M 0.01%
7,010
-2,620
718
$1.49M 0.01%
17,325
719
$1.49M 0.01%
10,645
+8,295
720
$1.49M 0.01%
27,238
+10,540
721
$1.48M 0.01%
14,662
+4,907
722
$1.47M 0.01%
134,734
+6,329
723
$1.47M 0.01%
24,335
724
$1.46M 0.01%
34,739
-41
725
$1.46M 0.01%
41,880
-23,385
27 28
29
30 31