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
1026
$540K ﹤0.01%
133,800
+13,800
1027
$540K ﹤0.01%
22,305
-2,300
1028
$539K ﹤0.01%
76,653
+14,853
1029
$538K ﹤0.01%
21,629
+1,079
1030
$538K ﹤0.01%
51,253
+7,600
1031
$534K ﹤0.01%
15,000
-2,600
1032
$532K ﹤0.01%
36,292
+14,639
1033
$531K ﹤0.01%
27,075
+3,444
1034
$531K ﹤0.01%
12,560
-2,760
1035
$529K ﹤0.01%
4,935
-1,279
1036
$525K ﹤0.01%
9,712
1037
$525K ﹤0.01%
28,750
+2,100
1038
$524K ﹤0.01%
17,816
+15,200
1039
$523K ﹤0.01%
4,300
+801
1040
$523K ﹤0.01%
1,910
-100
1041
$523K ﹤0.01%
67,890
+48,090
1042
$522K ﹤0.01%
6,910
1043
$521K ﹤0.01%
16,290
+1,950
1044
$517K ﹤0.01%
20,044
-3,222
1045
$516K ﹤0.01%
9,720
+340
1046
$516K ﹤0.01%
14,200
-1,190
1047
$516K ﹤0.01%
9,800
-60
1048
$516K ﹤0.01%
10,847
-2,657
1049
$515K ﹤0.01%
39,286
-4,624
1050
$510K ﹤0.01%
6,855
-706
40 41
42
43 44