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
926
$742K 0.01%
33,250
927
$741K 0.01%
6,600
928
$736K 0.01%
47,121
-3,021
929
$736K 0.01%
66,150
+46,430
930
$731K 0.01%
88,999
-8,810
931
$729K 0.01%
1,472
+690
932
$729K 0.01%
73,446
-10,480
933
$728K 0.01%
9,802
+8,532
934
$723K 0.01%
15,822
+1,272
935
$721K 0.01%
74,602
-2,928
936
$721K 0.01%
14,850
-1,040
937
$719K 0.01%
30,240
+2,090
938
$707K 0.01%
29,647
+2,097
939
$703K 0.01%
30,557
-2,600
940
$701K 0.01%
67,170
-77,603
941
$696K 0.01%
37,717
-980
942
$694K 0.01%
47,772
-5,445
943
$693K 0.01%
15,650
+2,650
944
$690K 0.01%
22,863
945
$689K 0.01%
17,200
-100
946
$684K 0.01%
7,140
947
$682K 0.01%
43,242
-5,810
948
$681K 0.01%
20,000
949
$679K 0.01%
2,469
+2,409
950
$679K 0.01%
10,000
-2,000
36 37
38
39 40