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
876
$836K 0.01%
24,895
-740
877
$835K 0.01%
+6,346
878
$832K 0.01%
23,501
+400
879
$832K 0.01%
27,999
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880
$827K 0.01%
49,330
-3,000
881
$824K 0.01%
12,663
+2,400
882
$823K 0.01%
3,170
+2,900
883
$823K 0.01%
28,350
-40
884
$822K 0.01%
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885
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10,898
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886
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887
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$813K 0.01%
4,495
-8,050
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+75,547
890
$809K 0.01%
6,425
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6,200
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54,002
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895
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82,224
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896
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15,821
897
$790K 0.01%
60,296
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898
$790K 0.01%
20,068
-17,500
899
$789K 0.01%
15,675
900
$789K 0.01%
24,414
-728
34 35
36
37 38