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
1201
$296K ﹤0.01%
13,900
1202
$293K ﹤0.01%
95,439
+92,139
1203
$292K ﹤0.01%
38,622
-41,209
1204
$291K ﹤0.01%
5,175
-6,081
1205
$290K ﹤0.01%
45,312
-7,284
1206
$290K ﹤0.01%
+1,724
1207
$289K ﹤0.01%
13,000
1208
$288K ﹤0.01%
17,500
-10,500
1209
$287K ﹤0.01%
3,750
+1,300
1210
$286K ﹤0.01%
9,200
1211
$282K ﹤0.01%
3,140
-1,475
1212
$281K ﹤0.01%
21,900
+20,860
1213
$280K ﹤0.01%
+3,095
1214
$279K ﹤0.01%
27,075
1215
$279K ﹤0.01%
8,609
-2,351
1216
$277K ﹤0.01%
+2,163
1217
$277K ﹤0.01%
21,608
-3,392
1218
$277K ﹤0.01%
11,390
1219
$275K ﹤0.01%
6,331
+2,531
1220
$275K ﹤0.01%
20,000
+6,000
1221
$273K ﹤0.01%
10,500
-242
1222
$272K ﹤0.01%
2,096
+80
1223
$272K ﹤0.01%
6,630
-920
1224
$268K ﹤0.01%
36,760
-7,189
1225
$264K ﹤0.01%
6,845
-190
47 48
49
50 51