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
751
$1.3M 0.01%
74,717
-10,540
752
$1.3M 0.01%
54,750
753
$1.3M 0.01%
17,825
754
$1.29M 0.01%
20,967
-3,383
755
$1.29M 0.01%
33,580
756
$1.27M 0.01%
29,785
+26,170
757
$1.27M 0.01%
31,575
+500
758
$1.26M 0.01%
19,600
+14,000
759
$1.25M 0.01%
12,360
+2,260
760
$1.25M 0.01%
34,730
+4,930
761
$1.25M 0.01%
55,827
-23,955
762
$1.25M 0.01%
19,992
+122
763
$1.25M 0.01%
46,247
-36,926
764
$1.24M 0.01%
40,744
+15,220
765
$1.24M 0.01%
30,400
766
$1.23M 0.01%
14,950
-18,306
767
$1.22M 0.01%
39,026
-199
768
$1.21M 0.01%
116,550
-2,130
769
$1.21M 0.01%
12,374
+12,214
770
$1.21M 0.01%
31,858
-152
771
$1.21M 0.01%
6,531
+4,273
772
$1.2M 0.01%
43,392
-32,336
773
$1.2M 0.01%
59,260
-1,250
774
$1.19M 0.01%
13,200
+11,680
775
$1.19M 0.01%
19,700
+2,800
29 30
31
32 33