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
726
$1.46M 0.01%
29,260
727
$1.45M 0.01%
20,540
728
$1.45M 0.01%
57,250
+5,570
729
$1.44M 0.01%
40,601
-1,851
730
$1.44M 0.01%
17,248
-1,270
731
$1.44M 0.01%
165,915
+150,346
732
$1.43M 0.01%
30,350
+4,550
733
$1.43M 0.01%
20,121
+5,724
734
$1.43M 0.01%
75,000
-9,660
735
$1.43M 0.01%
17,412
+235
736
$1.42M 0.01%
156,800
+139,300
737
$1.41M 0.01%
18,710
+1,400
738
$1.4M 0.01%
22,200
-1,300
739
$1.39M 0.01%
52,823
+13,356
740
$1.38M 0.01%
67,560
-2,040
741
$1.37M 0.01%
1,100
742
$1.36M 0.01%
44,890
+17,210
743
$1.36M 0.01%
24,329
-1,519
744
$1.35M 0.01%
39,470
-1,900
745
$1.34M 0.01%
38,140
+11,640
746
$1.33M 0.01%
34,733
+14,649
747
$1.33M 0.01%
+14,907
748
$1.31M 0.01%
7,626
+1,290
749
$1.31M 0.01%
63,881
+37,921
750
$1.31M 0.01%
7,511
+5,846
28 29
30
31 32