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
1051
$509K ﹤0.01%
8,533
+8,100
1052
$508K ﹤0.01%
+11,200
1053
$508K ﹤0.01%
29,590
+2,690
1054
$506K ﹤0.01%
19,083
-8,650
1055
$506K ﹤0.01%
12,850
+2,810
1056
$505K ﹤0.01%
42,924
+21,794
1057
$502K ﹤0.01%
60,750
1058
$502K ﹤0.01%
38,796
+3,803
1059
$501K ﹤0.01%
8,635
-680
1060
$501K ﹤0.01%
13,600
+6,500
1061
$498K ﹤0.01%
37,130
+1,470
1062
$497K ﹤0.01%
+53,000
1063
$496K ﹤0.01%
6,628
-2,497
1064
$494K ﹤0.01%
5,470
+1,581
1065
$494K ﹤0.01%
10,840
+560
1066
$493K ﹤0.01%
5,620
1067
$490K ﹤0.01%
15,900
-560
1068
$489K ﹤0.01%
18,650
+800
1069
$489K ﹤0.01%
15,550
+450
1070
$488K ﹤0.01%
+7,804
1071
$487K ﹤0.01%
25,915
+18,150
1072
$486K ﹤0.01%
35,192
-1,408
1073
$485K ﹤0.01%
9,330
-80
1074
$484K ﹤0.01%
34,386
+9,236
1075
$483K ﹤0.01%
17,300
41 42
43
44 45