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
801
$1.07M 0.01%
118,500
802
$1.07M 0.01%
15,675
+3,075
803
$1.07M 0.01%
19,876
-1,978
804
$1.06M 0.01%
51,919
-6,506
805
$1.06M 0.01%
15,100
+100
806
$1.06M 0.01%
32,095
+270
807
$1.06M 0.01%
8,760
+4,300
808
$1.05M 0.01%
7,105
+1,215
809
$1.05M 0.01%
8,218
+600
810
$1.05M 0.01%
41,800
-10,500
811
$1.05M 0.01%
14,695
-2,280
812
$1.05M 0.01%
23,495
813
$1.05M 0.01%
17,520
-440
814
$1.05M 0.01%
61,850
815
$1.04M 0.01%
39,510
+2,867
816
$1.04M 0.01%
5,840
817
$1.04M 0.01%
106,551
+91,995
818
$1.04M 0.01%
5,746
+3,375
819
$1.03M 0.01%
18,546
+4,110
820
$1.03M 0.01%
9,400
-280
821
$1.03M 0.01%
31,150
+590
822
$1.02M 0.01%
4,123
-2,554
823
$1.01M 0.01%
19,000
824
$1.01M 0.01%
20,600
+2,800
825
$1.01M 0.01%
29,130
+9,950
31 32
33
34 35