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
1151
$362K ﹤0.01%
12,500
1152
$362K ﹤0.01%
1,884
-1,176
1153
$361K ﹤0.01%
10,300
1154
$360K ﹤0.01%
6,300
+6,185
1155
$360K ﹤0.01%
11,489
1156
$360K ﹤0.01%
7,800
-2,500
1157
$360K ﹤0.01%
6,840
-4,000
1158
$355K ﹤0.01%
+22,311
1159
$354K ﹤0.01%
46,385
+15,600
1160
$353K ﹤0.01%
12,630
-710
1161
$353K ﹤0.01%
16,025
+6,890
1162
$353K ﹤0.01%
3,750
+1,190
1163
$351K ﹤0.01%
7,050
+6,000
1164
$349K ﹤0.01%
3,071
+3,057
1165
$349K ﹤0.01%
9,250
1166
$348K ﹤0.01%
4,768
-440
1167
$347K ﹤0.01%
26,380
1168
$346K ﹤0.01%
33,840
+31,580
1169
$345K ﹤0.01%
14,100
1170
$344K ﹤0.01%
7,408
+1,080
1171
$344K ﹤0.01%
50,500
1172
$341K ﹤0.01%
+24,180
1173
$340K ﹤0.01%
26,683
+4,183
1174
$338K ﹤0.01%
1,520
-350
1175
$338K ﹤0.01%
2,925
45 46
47
48 49