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
1126
$404K ﹤0.01%
37,744
+240
1127
$399K ﹤0.01%
11,100
1128
$396K ﹤0.01%
35,847
-2,511
1129
$394K ﹤0.01%
22,338
-3,693
1130
$393K ﹤0.01%
+6,200
1131
$392K ﹤0.01%
4,511
+383
1132
$390K ﹤0.01%
33,705
-1,495
1133
$390K ﹤0.01%
47,300
-13,240
1134
$388K ﹤0.01%
4,000
-1,240
1135
$384K ﹤0.01%
31,700
+3,700
1136
$383K ﹤0.01%
4,200
+600
1137
$382K ﹤0.01%
26,441
+5,981
1138
$382K ﹤0.01%
16,100
+1,100
1139
$382K ﹤0.01%
17,600
1140
$381K ﹤0.01%
+7,300
1141
$380K ﹤0.01%
17,615
+480
1142
$376K ﹤0.01%
21,720
+1,560
1143
$376K ﹤0.01%
22,777
-251
1144
$373K ﹤0.01%
16,500
+10,200
1145
$370K ﹤0.01%
11,000
1146
$369K ﹤0.01%
14,050
+5,870
1147
$369K ﹤0.01%
1,527
+1,507
1148
$367K ﹤0.01%
6,685
-855
1149
$364K ﹤0.01%
4,650
+180
1150
$364K ﹤0.01%
38,328
+10,128
44 45
46
47 48