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
976
$626K 0.01%
100,085
-19,733
977
$622K 0.01%
11,431
+6,631
978
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2,962
-1,730
979
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$616K 0.01%
9,848
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981
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7,699
982
$613K 0.01%
23,000
+1,200
983
$613K 0.01%
37,300
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987
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3,005
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989
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21,280
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992
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995
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16,834
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3,745
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13,467
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998
$587K 0.01%
42,450
-24,396
999
$584K 0.01%
32,275
1000
$580K 0.01%
6,969
+990
38 39
40
41 42