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
1401
$138K ﹤0.01%
6,777
+3,000
1402
$138K ﹤0.01%
4,260
+360
1403
$137K ﹤0.01%
3,500
1404
$137K ﹤0.01%
1,877
-900
1405
$136K ﹤0.01%
4,980
+1,000
1406
$136K ﹤0.01%
74,633
-39,400
1407
$135K ﹤0.01%
6,890
+2,090
1408
$134K ﹤0.01%
4,900
1409
$134K ﹤0.01%
4,150
+640
1410
$133K ﹤0.01%
10,449
+2,004
1411
$132K ﹤0.01%
5,800
-1,275
1412
$132K ﹤0.01%
1,088
1413
$131K ﹤0.01%
2,110
+210
1414
$131K ﹤0.01%
9,600
1415
$131K ﹤0.01%
1,000
1416
$130K ﹤0.01%
2,810
-39,855
1417
$129K ﹤0.01%
9,880
+880
1418
$129K ﹤0.01%
+3,022
1419
$128K ﹤0.01%
2,106
+320
1420
$128K ﹤0.01%
6,051
+1,601
1421
$128K ﹤0.01%
2,050
-900
1422
$127K ﹤0.01%
600
1423
$127K ﹤0.01%
6,580
1424
$126K ﹤0.01%
2,970
-25,374
1425
$126K ﹤0.01%
3,645
+620
55 56
57
58 59