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
1226
$263K ﹤0.01%
14,270
+5,710
1227
$263K ﹤0.01%
6,000
1228
$262K ﹤0.01%
27,405
-58,238
1229
$262K ﹤0.01%
9,840
+100
1230
$262K ﹤0.01%
14,699
1231
$261K ﹤0.01%
7,799
1232
$261K ﹤0.01%
3,200
-1,091
1233
$258K ﹤0.01%
7,324
+2,800
1234
$257K ﹤0.01%
7,260
+2,500
1235
$257K ﹤0.01%
16,113
-4,133
1236
$256K ﹤0.01%
7,550
-1,800
1237
$256K ﹤0.01%
4,087
+47
1238
$254K ﹤0.01%
8,980
1239
$254K ﹤0.01%
30,360
+202
1240
$253K ﹤0.01%
14,117
-13,900
1241
$251K ﹤0.01%
3,820
+350
1242
$251K ﹤0.01%
1,190
-380
1243
$251K ﹤0.01%
101,270
+15,100
1244
$249K ﹤0.01%
2,700
1245
$246K ﹤0.01%
4,460
1246
$245K ﹤0.01%
6,300
1247
$244K ﹤0.01%
58,440
-13,804
1248
$244K ﹤0.01%
4,150
+1,550
1249
$243K ﹤0.01%
11,720
+640
1250
$241K ﹤0.01%
7,655
48 49
50
51 52