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
1526
$95K ﹤0.01%
1,200
-284
1527
$95K ﹤0.01%
3,750
1528
$94K ﹤0.01%
3,950
+2,750
1529
$94K ﹤0.01%
1,925
1530
$94K ﹤0.01%
3,170
1531
$94K ﹤0.01%
4,600
1532
$93K ﹤0.01%
1,155
1533
$93K ﹤0.01%
1,030
+110
1534
$93K ﹤0.01%
2,111
-129
1535
$92K ﹤0.01%
1,620
+200
1536
$92K ﹤0.01%
2,370
-680
1537
$90K ﹤0.01%
2,450
+580
1538
$90K ﹤0.01%
+2,400
1539
$89K ﹤0.01%
2,550
+460
1540
$89K ﹤0.01%
2,320
1541
$89K ﹤0.01%
1,832
-2,328
1542
$89K ﹤0.01%
4,230
+830
1543
$88K ﹤0.01%
902
1544
$88K ﹤0.01%
3,520
+420
1545
$87K ﹤0.01%
2,250
1546
$87K ﹤0.01%
1,400
1547
$86K ﹤0.01%
1,483
+156
1548
$85K ﹤0.01%
+7,960
1549
$85K ﹤0.01%
4,420
1550
$84K ﹤0.01%
1,550
60 61
62
63 64