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
1326
$187K ﹤0.01%
6,833
1327
$187K ﹤0.01%
+13,500
1328
$186K ﹤0.01%
6,270
1329
$186K ﹤0.01%
11,250
+350
1330
$186K ﹤0.01%
4,590
1331
$183K ﹤0.01%
29,126
-2,100
1332
$183K ﹤0.01%
6,240
1333
$183K ﹤0.01%
3,470
1334
$182K ﹤0.01%
1,980
-298
1335
$181K ﹤0.01%
10,300
-1,655
1336
$181K ﹤0.01%
28,403
-9,874
1337
$179K ﹤0.01%
1,872
+180
1338
$179K ﹤0.01%
12,830
+8,280
1339
$178K ﹤0.01%
+13,900
1340
$178K ﹤0.01%
7,840
1341
$178K ﹤0.01%
15,413
+11,055
1342
$177K ﹤0.01%
5,800
+4,000
1343
$176K ﹤0.01%
13,081
-2,919
1344
$176K ﹤0.01%
19,690
+17,600
1345
$175K ﹤0.01%
2,300
-183
1346
$175K ﹤0.01%
3,339
-2,290
1347
$175K ﹤0.01%
9,400
-1,910
1348
$175K ﹤0.01%
5,600
-1,180
1349
$174K ﹤0.01%
22,900
-1,830
1350
$174K ﹤0.01%
2,400
-227
52 53
54
55 56