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
1801
$41K ﹤0.01%
1,550
+40
1802
$40K ﹤0.01%
1,100
1803
$40K ﹤0.01%
2,500
1804
$40K ﹤0.01%
540
-350
1805
$40K ﹤0.01%
+8,590
1806
$40K ﹤0.01%
6,135
+4,900
1807
$40K ﹤0.01%
2,200
1808
$40K ﹤0.01%
1,595
-2,000
1809
$40K ﹤0.01%
1,280
+1,000
1810
$39K ﹤0.01%
1,740
+1,300
1811
$39K ﹤0.01%
350
1812
$39K ﹤0.01%
6,650
+350
1813
$39K ﹤0.01%
12,725
+4,925
1814
$39K ﹤0.01%
273
+63
1815
$39K ﹤0.01%
1,120
-300
1816
$38K ﹤0.01%
+2,670
1817
$38K ﹤0.01%
+2,650
1818
$38K ﹤0.01%
1,050
+525
1819
$38K ﹤0.01%
+6,140
1820
$38K ﹤0.01%
+6,240
1821
$38K ﹤0.01%
3,200
-15,600
1822
$38K ﹤0.01%
+295
1823
$38K ﹤0.01%
8,678
+1,873
1824
$38K ﹤0.01%
+9,710
1825
$38K ﹤0.01%
+1,800
71 72
73
74 75