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
1301
$205K ﹤0.01%
6,700
+800
1302
$204K ﹤0.01%
2,555
-133
1303
$203K ﹤0.01%
8,540
1304
$203K ﹤0.01%
3,000
+400
1305
$202K ﹤0.01%
5,131
-1,159
1306
$200K ﹤0.01%
20,347
-11,253
1307
$200K ﹤0.01%
4,118
-35,738
1308
$200K ﹤0.01%
19,170
-2,326
1309
$198K ﹤0.01%
9,800
+2,200
1310
$197K ﹤0.01%
12,180
+11,900
1311
$197K ﹤0.01%
4,000
+240
1312
$197K ﹤0.01%
18,400
+1,400
1313
$197K ﹤0.01%
3,314
-328
1314
$194K ﹤0.01%
2,462
+270
1315
$194K ﹤0.01%
9,190
+9,000
1316
$193K ﹤0.01%
2,100
1317
$193K ﹤0.01%
5,285
1318
$193K ﹤0.01%
6,895
+600
1319
$192K ﹤0.01%
25,540
+3,350
1320
$192K ﹤0.01%
2,387
-450
1321
$192K ﹤0.01%
2,040
1322
$191K ﹤0.01%
5,060
1323
$189K ﹤0.01%
20,095
-2,400
1324
$188K ﹤0.01%
+8,000
1325
$187K ﹤0.01%
1,200
51 52
53
54 55