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
826
$1M 0.01%
27,600
+600
827
$999K 0.01%
28,812
+2,100
828
$998K 0.01%
12,150
+4,500
829
$995K 0.01%
31,646
+6,700
830
$990K 0.01%
59,755
-4,536
831
$989K 0.01%
6,092
-330
832
$979K 0.01%
10,402
+340
833
$979K 0.01%
12,470
834
$978K 0.01%
16,130
-5,665
835
$969K 0.01%
144,347
+41,548
836
$968K 0.01%
68,356
+14,648
837
$967K 0.01%
31,780
838
$959K 0.01%
14,850
-430
839
$956K 0.01%
60,650
-2,620
840
$956K 0.01%
20,305
+14,135
841
$955K 0.01%
16,740
+1,300
842
$948K 0.01%
89,904
-7,495
843
$941K 0.01%
1,129
844
$936K 0.01%
30,170
+680
845
$929K 0.01%
20,950
+2,790
846
$927K 0.01%
33,661
-5,412
847
$926K 0.01%
7,945
-100
848
$924K 0.01%
72,905
+9,255
849
$922K 0.01%
8,352
850
$916K 0.01%
121,851
+35,968
32 33
34
35 36