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
1001
$578K 0.01%
9,836
+155
1002
$577K 0.01%
29,729
+9,743
1003
$575K 0.01%
3,909
+1,069
1004
$575K 0.01%
7,638
+1,518
1005
$572K 0.01%
6,596
+44
1006
$571K 0.01%
+8,892
1007
$570K 0.01%
78,868
-10,476
1008
$570K 0.01%
26,800
1009
$569K 0.01%
19,850
+370
1010
$563K ﹤0.01%
2,584
1011
$561K ﹤0.01%
16,000
+8,300
1012
$560K ﹤0.01%
28,081
-12,792
1013
$559K ﹤0.01%
25,800
-2,270
1014
$558K ﹤0.01%
4,930
-9,624
1015
$558K ﹤0.01%
8,357
-210
1016
$556K ﹤0.01%
66,700
+10,300
1017
$555K ﹤0.01%
25,000
1018
$553K ﹤0.01%
30,875
-10,000
1019
$550K ﹤0.01%
19,400
+7,600
1020
$549K ﹤0.01%
5,901
1021
$548K ﹤0.01%
33,570
+1,100
1022
$545K ﹤0.01%
4,800
+600
1023
$544K ﹤0.01%
6,000
-1,000
1024
$542K ﹤0.01%
2,974
+120
1025
$542K ﹤0.01%
6,830
+330
39 40
41
42 43