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
1501
$101K ﹤0.01%
+12,500
1502
$100K ﹤0.01%
1,412
-28
1503
$100K ﹤0.01%
2,600
1504
$100K ﹤0.01%
1,711
+124
1505
$99K ﹤0.01%
3,579
+149
1506
$99K ﹤0.01%
6,260
-1,300
1507
$99K ﹤0.01%
2,180
-680
1508
$99K ﹤0.01%
1,508
+150
1509
$99K ﹤0.01%
4,847
+1,800
1510
$99K ﹤0.01%
1,700
-565
1511
$99K ﹤0.01%
5,232
-44,288
1512
$99K ﹤0.01%
6,680
-4,700
1513
$98K ﹤0.01%
7,594
-2,906
1514
$98K ﹤0.01%
1,580
-1,690
1515
$98K ﹤0.01%
3,390
+750
1516
$98K ﹤0.01%
6,243
+1,133
1517
$97K ﹤0.01%
766
+80
1518
$97K ﹤0.01%
2,450
-405
1519
$97K ﹤0.01%
4,608
+508
1520
$96K ﹤0.01%
1,700
+600
1521
$96K ﹤0.01%
5,950
+550
1522
$96K ﹤0.01%
2,622
1523
$96K ﹤0.01%
2,990
+370
1524
$96K ﹤0.01%
7,200
-1,060
1525
$95K ﹤0.01%
4,487
-313
59 60
61
62 63