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
1376
$155K ﹤0.01%
4,550
1377
$154K ﹤0.01%
1,782
+190
1378
$153K ﹤0.01%
3,805
+705
1379
$151K ﹤0.01%
790
-248
1380
$150K ﹤0.01%
3,900
1381
$150K ﹤0.01%
3,000
1382
$150K ﹤0.01%
2,400
-430
1383
$150K ﹤0.01%
2,148
-250
1384
$150K ﹤0.01%
10,536
-2,464
1385
$149K ﹤0.01%
14,205
+3,792
1386
$149K ﹤0.01%
+9,900
1387
$149K ﹤0.01%
6,240
+270
1388
$148K ﹤0.01%
9,860
+1,500
1389
$148K ﹤0.01%
6,300
1390
$148K ﹤0.01%
1,030
+243
1391
$146K ﹤0.01%
637
+60
1392
$145K ﹤0.01%
966
-231
1393
$145K ﹤0.01%
5,900
1394
$145K ﹤0.01%
8,959
-3,140
1395
$144K ﹤0.01%
+9,822
1396
$142K ﹤0.01%
9,704
-32,882
1397
$142K ﹤0.01%
3,571
+456
1398
$141K ﹤0.01%
10,600
+300
1399
$140K ﹤0.01%
1,189
-1
1400
$140K ﹤0.01%
3,350
54 55
56
57 58