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
951
$669K 0.01%
18,600
-910
952
$669K 0.01%
10,237
953
$667K 0.01%
31,225
954
$665K 0.01%
20,900
+13,050
955
$663K 0.01%
9,525
+6,925
956
$659K 0.01%
+26,011
957
$656K 0.01%
15,000
+900
958
$655K 0.01%
4,673
+66
959
$653K 0.01%
59,192
-5,872
960
$649K 0.01%
15,817
961
$648K 0.01%
209,180
+4,580
962
$648K 0.01%
7,350
+550
963
$646K 0.01%
74,220
-10,591
964
$645K 0.01%
+55,306
965
$643K 0.01%
10,301
+2,900
966
$640K 0.01%
4,392
+690
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$639K 0.01%
28,325
-800
968
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82,732
-29,546
969
$637K 0.01%
10,648
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970
$631K 0.01%
19,840
971
$631K 0.01%
24,250
-50
972
$630K 0.01%
17,660
+6,000
973
$630K 0.01%
27,690
+720
974
$630K 0.01%
77,380
+76,300
975
$628K 0.01%
27,055
-4,000
37 38
39
40 41