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
1076
$482K ﹤0.01%
5,450
-20,920
1077
$481K ﹤0.01%
15,200
+13,100
1078
$481K ﹤0.01%
6,850
-315
1079
$477K ﹤0.01%
4,016
+3,756
1080
$475K ﹤0.01%
43,302
+16,196
1081
$474K ﹤0.01%
+7,534
1082
$472K ﹤0.01%
+22,706
1083
$472K ﹤0.01%
18,300
-490
1084
$471K ﹤0.01%
25,800
+4,846
1085
$470K ﹤0.01%
10,800
+8,300
1086
$469K ﹤0.01%
7,720
-170
1087
$469K ﹤0.01%
17,693
1088
$467K ﹤0.01%
20,000
+9,300
1089
$464K ﹤0.01%
12,520
-110
1090
$463K ﹤0.01%
16,730
-9,000
1091
$461K ﹤0.01%
12,850
+580
1092
$460K ﹤0.01%
13,079
-3,318
1093
$459K ﹤0.01%
41,088
+7,568
1094
$456K ﹤0.01%
24,600
1095
$454K ﹤0.01%
+27,100
1096
$454K ﹤0.01%
7,400
-100
1097
$453K ﹤0.01%
20,498
1098
$453K ﹤0.01%
16,199
+2,300
1099
$448K ﹤0.01%
14,500
-500
1100
$445K ﹤0.01%
11,034
+10,900
42 43
44
45 46