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
1476
$109K ﹤0.01%
3,060
1477
$108K ﹤0.01%
1,700
+850
1478
$108K ﹤0.01%
4,744
-16,686
1479
$108K ﹤0.01%
582
+382
1480
$108K ﹤0.01%
2,060
-450
1481
$108K ﹤0.01%
1,639
+147
1482
$107K ﹤0.01%
949
-200
1483
$107K ﹤0.01%
2,720
+510
1484
$107K ﹤0.01%
3,700
-4,000
1485
$107K ﹤0.01%
950
-291
1486
$106K ﹤0.01%
1,024
+204
1487
$106K ﹤0.01%
860
1488
$105K ﹤0.01%
1,371
-16,300
1489
$105K ﹤0.01%
1,675
-449
1490
$105K ﹤0.01%
3,470
+470
1491
$105K ﹤0.01%
3,045
-1,170
1492
$104K ﹤0.01%
2,290
1493
$104K ﹤0.01%
1,850
-1,000
1494
$104K ﹤0.01%
7,360
1495
$104K ﹤0.01%
7,285
-2,800
1496
$103K ﹤0.01%
5,430
+720
1497
$103K ﹤0.01%
2,900
1498
$102K ﹤0.01%
1,530
+1,140
1499
$101K ﹤0.01%
26,460
1500
$101K ﹤0.01%
10,140
+1,200
58 59
60
61 62