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
1426
$126K ﹤0.01%
4,500
1427
$125K ﹤0.01%
3,205
1428
$125K ﹤0.01%
20,205
-835
1429
$125K ﹤0.01%
1,870
+111
1430
$125K ﹤0.01%
1,300
+400
1431
$125K ﹤0.01%
4,376
1432
$125K ﹤0.01%
7,420
+720
1433
$123K ﹤0.01%
6,700
-7,580
1434
$123K ﹤0.01%
5,860
1435
$123K ﹤0.01%
405
1436
$123K ﹤0.01%
1,564
-40
1437
$122K ﹤0.01%
5,358
+1,058
1438
$122K ﹤0.01%
1,126
+100
1439
$121K ﹤0.01%
714
1440
$121K ﹤0.01%
1,659
1441
$121K ﹤0.01%
1,200
1442
$121K ﹤0.01%
2,900
+2,700
1443
$121K ﹤0.01%
9,410
+730
1444
$121K ﹤0.01%
11,350
1445
$121K ﹤0.01%
1,000
-275
1446
$120K ﹤0.01%
4,000
+1,300
1447
$119K ﹤0.01%
8,950
+3,970
1448
$119K ﹤0.01%
5,000
+1,000
1449
$119K ﹤0.01%
960
+400
1450
$118K ﹤0.01%
756
56 57
58
59 60