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
776
$1.18M 0.01%
125,194
-13,065
777
$1.17M 0.01%
+7,074
778
$1.16M 0.01%
79,113
-8,245
779
$1.16M 0.01%
11,169
+3,643
780
$1.16M 0.01%
24,210
+17,710
781
$1.16M 0.01%
55,144
+1,544
782
$1.15M 0.01%
17,462
783
$1.15M 0.01%
30,490
+3,400
784
$1.14M 0.01%
11,350
+2,920
785
$1.14M 0.01%
43,542
+175
786
$1.14M 0.01%
105,000
787
$1.14M 0.01%
58,358
+8,050
788
$1.14M 0.01%
21,500
789
$1.13M 0.01%
50,592
+14,175
790
$1.13M 0.01%
5,460
+520
791
$1.13M 0.01%
12,370
792
$1.12M 0.01%
15,221
+2,000
793
$1.11M 0.01%
+27,211
794
$1.11M 0.01%
16,950
795
$1.11M 0.01%
19,949
796
$1.1M 0.01%
24,655
+100
797
$1.1M 0.01%
11,456
798
$1.1M 0.01%
16,300
799
$1.09M 0.01%
21,740
+12,810
800
$1.08M 0.01%
102,618
-12,942
30 31
32
33 34