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
1276
$223K ﹤0.01%
3,635
1277
$223K ﹤0.01%
12,450
1278
$221K ﹤0.01%
11,728
-1,886
1279
$220K ﹤0.01%
171
+60
1280
$220K ﹤0.01%
3,075
+925
1281
$220K ﹤0.01%
10,910
1282
$219K ﹤0.01%
24,279
-11,137
1283
$218K ﹤0.01%
1,000
+500
1284
$218K ﹤0.01%
3,897
1285
$216K ﹤0.01%
2,632
-14
1286
$215K ﹤0.01%
+1,500
1287
$214K ﹤0.01%
1,415
1288
$214K ﹤0.01%
12,010
1289
$210K ﹤0.01%
4,400
1290
$209K ﹤0.01%
11,092
-1,783
1291
$208K ﹤0.01%
+11,380
1292
$208K ﹤0.01%
10,500
+800
1293
$207K ﹤0.01%
9,950
-710
1294
$207K ﹤0.01%
25,435
+5,000
1295
$207K ﹤0.01%
27,700
+8,160
1296
$207K ﹤0.01%
7,861
-2,321
1297
$206K ﹤0.01%
40,000
1298
$206K ﹤0.01%
1,831
+4
1299
$206K ﹤0.01%
1,813
+1,792
1300
$206K ﹤0.01%
1,809
50 51
52
53 54