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
901
$782K 0.01%
11,798
902
$782K 0.01%
16,900
903
$779K 0.01%
10,635
-4,540
904
$775K 0.01%
46,050
-13,420
905
$775K 0.01%
13,500
+9,820
906
$774K 0.01%
32,960
+150
907
$771K 0.01%
4,102
+2,036
908
$771K 0.01%
11,491
+8,900
909
$767K 0.01%
+11,700
910
$765K 0.01%
6,750
-4,895
911
$762K 0.01%
83,000
+60,600
912
$762K 0.01%
23,316
-972
913
$759K 0.01%
6,900
-6,200
914
$757K 0.01%
6,035
+2,500
915
$755K 0.01%
+36,493
916
$755K 0.01%
8,670
-4,180
917
$751K 0.01%
16,600
+12,800
918
$750K 0.01%
24,750
-1,810
919
$749K 0.01%
13,120
920
$747K 0.01%
10,584
+8,114
921
$746K 0.01%
12,480
922
$745K 0.01%
7,900
-670
923
$744K 0.01%
10,000
924
$743K 0.01%
48,831
-3,660
925
$743K 0.01%
41,419
-4,227
35 36
37
38 39