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
1351
$174K ﹤0.01%
7,577
1352
$172K ﹤0.01%
4,464
+70
1353
$170K ﹤0.01%
1,563
+253
1354
$169K ﹤0.01%
11,633
1355
$168K ﹤0.01%
4,070
1356
$167K ﹤0.01%
1,820
+200
1357
$166K ﹤0.01%
5,160
-5,840
1358
$165K ﹤0.01%
4,250
-390
1359
$165K ﹤0.01%
2,050
1360
$164K ﹤0.01%
+5,300
1361
$164K ﹤0.01%
4,910
+700
1362
$163K ﹤0.01%
1,950
+200
1363
$161K ﹤0.01%
820
1364
$160K ﹤0.01%
1,500
1365
$159K ﹤0.01%
1,450
-355
1366
$159K ﹤0.01%
1,741
+110
1367
$159K ﹤0.01%
4,053
1368
$159K ﹤0.01%
2,220
+1,800
1369
$158K ﹤0.01%
6,810
1370
$158K ﹤0.01%
863
1371
$158K ﹤0.01%
5,800
-1,730
1372
$156K ﹤0.01%
2,000
-541
1373
$156K ﹤0.01%
6,174
+2,000
1374
$155K ﹤0.01%
34,047
+11,130
1375
$155K ﹤0.01%
3,800
-360
53 54
55
56 57