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
126
$20.9M 0.18%
220,079
-16,974
127
$20.7M 0.18%
490,815
-43,125
128
$20.7M 0.18%
83,771
-2,962
129
$20.6M 0.18%
216,280
+22,390
130
$20.5M 0.18%
481,650
+14,950
131
$20.4M 0.18%
80,161
+8,741
132
$19.9M 0.17%
241,940
-18,381
133
$19.9M 0.17%
234,781
+10,078
134
$19.7M 0.17%
178,640
-22,772
135
$19.7M 0.17%
112,919
-11,038
136
$19.7M 0.17%
72,401
+843
137
$19.6M 0.17%
145,349
+1,261
138
$19.2M 0.17%
586,288
-31,083
139
$19.1M 0.17%
8,909
-93
140
$18.7M 0.16%
110,731
-3,525
141
$18M 0.16%
38,346
-40
142
$17.9M 0.16%
137,935
-1,144
143
$17.9M 0.16%
229,883
-9,713
144
$17.8M 0.16%
84,779
+902
145
$17.7M 0.16%
188,494
-2,394
146
$17.2M 0.15%
210,269
-1,500
147
$17.1M 0.15%
532,160
+730
148
$16.9M 0.15%
212,400
-18,787
149
$16.7M 0.15%
70,451
+6,546
150
$16.5M 0.14%
78,497
+15,743
4 5
6
7 8