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
1101
$443K ﹤0.01%
36,189
-4,132
1102
$440K ﹤0.01%
6,500
+2,700
1103
$440K ﹤0.01%
5,400
-683
1104
$439K ﹤0.01%
8,385
1105
$439K ﹤0.01%
40,868
-2,882
1106
$437K ﹤0.01%
8,134
+5,500
1107
$436K ﹤0.01%
20,800
+15,800
1108
$435K ﹤0.01%
4,560
1109
$430K ﹤0.01%
22,086
+11,576
1110
$427K ﹤0.01%
12,000
+1,600
1111
$426K ﹤0.01%
8,640
+440
1112
$426K ﹤0.01%
15,000
-1,840
1113
$421K ﹤0.01%
9,300
+7,440
1114
$418K ﹤0.01%
23,000
+22,600
1115
$417K ﹤0.01%
31,505
-4,341
1116
$416K ﹤0.01%
12,400
1117
$414K ﹤0.01%
+2,030
1118
$409K ﹤0.01%
6,720
1119
$408K ﹤0.01%
20,560
-1,060
1120
$407K ﹤0.01%
12,415
+7,755
1121
$407K ﹤0.01%
6,160
+500
1122
$407K ﹤0.01%
3,587
-5,000
1123
$407K ﹤0.01%
41,388
-4,032
1124
$406K ﹤0.01%
13,900
+1,000
1125
$405K ﹤0.01%
13,100
+4,150
43 44
45
46 47