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
1926
$29K ﹤0.01%
1,200
1927
$29K ﹤0.01%
+3,750
1928
$29K ﹤0.01%
+1,500
1929
$29K ﹤0.01%
+524
1930
$29K ﹤0.01%
4,150
-500
1931
$29K ﹤0.01%
+301
1932
$29K ﹤0.01%
2,316
+416
1933
$28K ﹤0.01%
2,040
1934
$28K ﹤0.01%
+1,300
1935
$28K ﹤0.01%
+3,300
1936
$28K ﹤0.01%
690
-940
1937
$28K ﹤0.01%
1,170
+286
1938
$28K ﹤0.01%
+2,550
1939
$28K ﹤0.01%
+2,800
1940
$28K ﹤0.01%
1,500
1941
$28K ﹤0.01%
2,200
-20,600
1942
$28K ﹤0.01%
1,710
+460
1943
$28K ﹤0.01%
13,986
-102,304
1944
$28K ﹤0.01%
+800
1945
$27K ﹤0.01%
+2,100
1946
$27K ﹤0.01%
1,400
1947
$27K ﹤0.01%
+1,000
1948
$27K ﹤0.01%
+1
1949
$27K ﹤0.01%
+320
1950
$27K ﹤0.01%
2,300
-3,800
76 77
78
79 80