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
1176
$333K ﹤0.01%
5,600
-400
1177
$332K ﹤0.01%
8,400
1178
$331K ﹤0.01%
7,016
-1,128
1179
$329K ﹤0.01%
14,800
+2,390
1180
$325K ﹤0.01%
4,540
1181
$325K ﹤0.01%
17,274
-99,406
1182
$324K ﹤0.01%
10,130
-2,200
1183
$322K ﹤0.01%
3,052
1184
$321K ﹤0.01%
11,025
-640
1185
$319K ﹤0.01%
8,815
-1,196
1186
$318K ﹤0.01%
5,700
1187
$316K ﹤0.01%
18,103
-4,770
1188
$312K ﹤0.01%
10,650
1189
$312K ﹤0.01%
5,300
-433
1190
$311K ﹤0.01%
51,678
+22,580
1191
$309K ﹤0.01%
+67,683
1192
$306K ﹤0.01%
6,880
+210
1193
$304K ﹤0.01%
+1,512
1194
$303K ﹤0.01%
5,790
+1,790
1195
$303K ﹤0.01%
14,160
-600
1196
$301K ﹤0.01%
7,862
+3,146
1197
$301K ﹤0.01%
6,300
+4,150
1198
$300K ﹤0.01%
18,200
-1,650
1199
$300K ﹤0.01%
6,200
+3,290
1200
$299K ﹤0.01%
6,791
46 47
48
49 50