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
1851
$36K ﹤0.01%
4,390
-16,150
1852
$36K ﹤0.01%
8,763
-1,648
1853
$36K ﹤0.01%
+354
1854
$36K ﹤0.01%
+752
1855
$36K ﹤0.01%
1,380
+440
1856
$36K ﹤0.01%
3,112
+512
1857
$36K ﹤0.01%
+5,030
1858
$35K ﹤0.01%
+4,230
1859
$35K ﹤0.01%
684
+230
1860
$35K ﹤0.01%
2,060
+760
1861
$35K ﹤0.01%
2,340
-1,000
1862
$35K ﹤0.01%
860
1863
$35K ﹤0.01%
3,490
+2,550
1864
$34K ﹤0.01%
+3,400
1865
$34K ﹤0.01%
888
+600
1866
$34K ﹤0.01%
5,329
-1,736
1867
$34K ﹤0.01%
+60
1868
$34K ﹤0.01%
158
+50
1869
$34K ﹤0.01%
2,200
1870
$34K ﹤0.01%
1,400
1871
$34K ﹤0.01%
1,200
+20
1872
$34K ﹤0.01%
+5,190
1873
$34K ﹤0.01%
1,850
+1,150
1874
$33K ﹤0.01%
2,725
-3,600
1875
$33K ﹤0.01%
370
73 74
75
76 77