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
1251
$240K ﹤0.01%
10,852
-967
1252
$240K ﹤0.01%
7,060
-750
1253
$239K ﹤0.01%
3,780
-170
1254
$239K ﹤0.01%
4,499
-659
1255
$238K ﹤0.01%
23,655
-7,645
1256
$237K ﹤0.01%
7,970
+370
1257
$237K ﹤0.01%
10,582
-118
1258
$237K ﹤0.01%
5,470
-480
1259
$236K ﹤0.01%
5,750
1260
$236K ﹤0.01%
1,688
+200
1261
$236K ﹤0.01%
30,140
-22,700
1262
$235K ﹤0.01%
4,337
+647
1263
$234K ﹤0.01%
1,075
1264
$234K ﹤0.01%
4,091
-520
1265
$233K ﹤0.01%
25,360
+24,300
1266
$233K ﹤0.01%
7,910
-205
1267
$232K ﹤0.01%
11,120
1268
$232K ﹤0.01%
7,300
-30,200
1269
$231K ﹤0.01%
17,700
-14,600
1270
$230K ﹤0.01%
2,805
-320
1271
$229K ﹤0.01%
3,357
1272
$229K ﹤0.01%
2,117
1273
$226K ﹤0.01%
52,598
-6,695
1274
$225K ﹤0.01%
1,700
1275
$224K ﹤0.01%
14,012
-56,246
49 50
51
52 53