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
1676
$60K ﹤0.01%
3,363
-146
1677
$59K ﹤0.01%
+460
1678
$59K ﹤0.01%
700
1679
$59K ﹤0.01%
2,500
-18
1680
$58K ﹤0.01%
850
-420
1681
$58K ﹤0.01%
2,240
1682
$58K ﹤0.01%
1,045
-160
1683
$58K ﹤0.01%
1,300
1684
$58K ﹤0.01%
2,000
1685
$58K ﹤0.01%
4,380
1686
$58K ﹤0.01%
3,540
+300
1687
$57K ﹤0.01%
2,290
-730
1688
$57K ﹤0.01%
4,635
-100
1689
$57K ﹤0.01%
3,400
-735
1690
$57K ﹤0.01%
1,700
+890
1691
$57K ﹤0.01%
1,207
+750
1692
$57K ﹤0.01%
2,060
-400
1693
$57K ﹤0.01%
3,370
+2,200
1694
$56K ﹤0.01%
+1,545
1695
$55K ﹤0.01%
1,220
-2,700
1696
$55K ﹤0.01%
3,850
+2,950
1697
$55K ﹤0.01%
1,550
-1,030
1698
$55K ﹤0.01%
1,700
-1,310
1699
$55K ﹤0.01%
2,270
+1,800
1700
$55K ﹤0.01%
2,194
-7,706
66 67
68
69 70