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
851
$912K 0.01%
174,408
+105,764
852
$905K 0.01%
12,350
-85
853
$905K 0.01%
700
854
$904K 0.01%
14,880
+3,850
855
$904K 0.01%
10,190
+390
856
$904K 0.01%
15,200
+1,245
857
$902K 0.01%
24,006
858
$896K 0.01%
63,620
-6,728
859
$888K 0.01%
6,550
-1,346
860
$888K 0.01%
11,840
-662
861
$887K 0.01%
25,028
+12,200
862
$883K 0.01%
15,900
-240
863
$877K 0.01%
36,394
-1,970
864
$874K 0.01%
41,348
-3,500
865
$872K 0.01%
2,900
+150
866
$872K 0.01%
58,948
-2,015
867
$871K 0.01%
13,700
+6,223
868
$870K 0.01%
32,729
-3,701
869
$868K 0.01%
18,778
+15,255
870
$863K 0.01%
31,800
871
$861K 0.01%
12,460
872
$861K 0.01%
10,892
+4,590
873
$853K 0.01%
23,980
+7,200
874
$844K 0.01%
10,630
+9,031
875
$839K 0.01%
10,560
+560
33 34
35
36 37