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
1726
$51K ﹤0.01%
3,043
+437
1727
$51K ﹤0.01%
1,680
1728
$51K ﹤0.01%
1,490
1729
$51K ﹤0.01%
2,023
-2,947
1730
$51K ﹤0.01%
1,170
+250
1731
$50K ﹤0.01%
2,360
1732
$50K ﹤0.01%
860
1733
$50K ﹤0.01%
2,477
1734
$50K ﹤0.01%
1,539
+1,450
1735
$50K ﹤0.01%
+3,400
1736
$49K ﹤0.01%
3,000
-2,910
1737
$48K ﹤0.01%
5,978
+5,820
1738
$48K ﹤0.01%
2,830
1739
$48K ﹤0.01%
224
+100
1740
$48K ﹤0.01%
+536
1741
$47K ﹤0.01%
1,975
+1,930
1742
$47K ﹤0.01%
1,000
-780
1743
$47K ﹤0.01%
700
1744
$47K ﹤0.01%
1,000
-10
1745
$47K ﹤0.01%
1,400
-560
1746
$47K ﹤0.01%
1,150
+800
1747
$47K ﹤0.01%
2,070
+115
1748
$47K ﹤0.01%
1,867
-53
1749
$47K ﹤0.01%
213
-48
1750
$47K ﹤0.01%
+860
68 69
70
71 72