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
1901
$31K ﹤0.01%
1,000
1902
$31K ﹤0.01%
810
+600
1903
$31K ﹤0.01%
625
-980
1904
$30K ﹤0.01%
+69
1905
$30K ﹤0.01%
+4,250
1906
$30K ﹤0.01%
2,700
-1,280
1907
$30K ﹤0.01%
450
1908
$30K ﹤0.01%
112
+88
1909
$30K ﹤0.01%
710
+430
1910
$30K ﹤0.01%
+7,778
1911
$30K ﹤0.01%
7,791
-849
1912
$30K ﹤0.01%
1,950
+850
1913
$30K ﹤0.01%
2,000
1914
$30K ﹤0.01%
626
-464
1915
$30K ﹤0.01%
4,200
1916
$30K ﹤0.01%
9,369
-4,631
1917
$29K ﹤0.01%
1,260
+700
1918
$29K ﹤0.01%
3,845
-1,954
1919
$29K ﹤0.01%
840
-100
1920
$29K ﹤0.01%
2,520
-150
1921
$29K ﹤0.01%
4,110
+560
1922
$29K ﹤0.01%
+6,750
1923
$29K ﹤0.01%
+5,900
1924
$29K ﹤0.01%
+750
1925
$29K ﹤0.01%
178
-135
75 76
77
78 79