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
1601
$72K ﹤0.01%
4,900
-2,700
1602
$72K ﹤0.01%
1,800
-3,350
1603
$72K ﹤0.01%
1,570
-445
1604
$72K ﹤0.01%
5,140
-830
1605
$72K ﹤0.01%
+2,500
1606
$72K ﹤0.01%
3,360
1607
$72K ﹤0.01%
1,780
1608
$71K ﹤0.01%
1,500
+400
1609
$71K ﹤0.01%
4,000
1610
$71K ﹤0.01%
650
1611
$70K ﹤0.01%
2,300
1612
$70K ﹤0.01%
10,600
+7,850
1613
$70K ﹤0.01%
1,060
+800
1614
$70K ﹤0.01%
+2,400
1615
$70K ﹤0.01%
12,900
-6,600
1616
$70K ﹤0.01%
2,680
-3,060
1617
$69K ﹤0.01%
2,250
1618
$69K ﹤0.01%
2,690
-50
1619
$69K ﹤0.01%
4,100
1620
$69K ﹤0.01%
1,010
-15,144
1621
$68K ﹤0.01%
2,300
1622
$68K ﹤0.01%
1,500
-1,670
1623
$68K ﹤0.01%
3,886
+3,200
1624
$68K ﹤0.01%
1,000
+122
1625
$67K ﹤0.01%
5,750
63 64
65
66 67