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
1651
$64K ﹤0.01%
1,550
+1,200
1652
$64K ﹤0.01%
690
-266
1653
$64K ﹤0.01%
2,100
1654
$64K ﹤0.01%
3,152
-1,078
1655
$64K ﹤0.01%
2,200
-2,600
1656
$64K ﹤0.01%
2,550
-460
1657
$63K ﹤0.01%
759
-175
1658
$63K ﹤0.01%
3,300
1659
$63K ﹤0.01%
400
1660
$63K ﹤0.01%
1,900
1661
$63K ﹤0.01%
5,840
-6,000
1662
$63K ﹤0.01%
9,000
+5,000
1663
$62K ﹤0.01%
12,000
-5,800
1664
$62K ﹤0.01%
3,020
-960
1665
$61K ﹤0.01%
4,000
-810
1666
$61K ﹤0.01%
852
-17,749
1667
$61K ﹤0.01%
3,290
-1,100
1668
$61K ﹤0.01%
1,320
-55,000
1669
$61K ﹤0.01%
2,350
-13,150
1670
$61K ﹤0.01%
2,500
-2,170
1671
$61K ﹤0.01%
4,584
+1,244
1672
$61K ﹤0.01%
3,179
1673
$60K ﹤0.01%
+3,400
1674
$60K ﹤0.01%
3,290
+1,470
1675
$60K ﹤0.01%
+6,080
65 66
67
68 69