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
1751
$47K ﹤0.01%
10,390
+5,600
1752
$47K ﹤0.01%
1,150
1753
$46K ﹤0.01%
1,180
+980
1754
$46K ﹤0.01%
900
1755
$46K ﹤0.01%
+12,790
1756
$46K ﹤0.01%
3,960
-36,540
1757
$46K ﹤0.01%
809
+733
1758
$46K ﹤0.01%
+1,580
1759
$46K ﹤0.01%
1,100
-40
1760
$45K ﹤0.01%
1,090
-225
1761
$45K ﹤0.01%
12,050
+11,000
1762
$45K ﹤0.01%
342
1763
$45K ﹤0.01%
1,450
-5,560
1764
$45K ﹤0.01%
1,825
-300
1765
$45K ﹤0.01%
1,620
1766
$44K ﹤0.01%
3,500
-1,250
1767
$44K ﹤0.01%
890
-200
1768
$44K ﹤0.01%
1,780
+920
1769
$43K ﹤0.01%
3,803
+803
1770
$43K ﹤0.01%
750
1771
$43K ﹤0.01%
2,430
-3,250
1772
$43K ﹤0.01%
1,110
-280
1773
$43K ﹤0.01%
2,590
-25,450
1774
$43K ﹤0.01%
3,700
1775
$43K ﹤0.01%
14,800
+7,800
69 70
71
72 73