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
1951
$27K ﹤0.01%
+1,000
1952
$27K ﹤0.01%
3,600
-22,200
1953
$27K ﹤0.01%
2,026
-2,954
1954
$27K ﹤0.01%
617
+70
1955
$27K ﹤0.01%
+4,300
1956
$27K ﹤0.01%
706
+576
1957
$27K ﹤0.01%
+4,150
1958
$27K ﹤0.01%
+850
1959
$26K ﹤0.01%
+1,828
1960
$26K ﹤0.01%
+2,000
1961
$26K ﹤0.01%
1,160
1962
$26K ﹤0.01%
+1,550
1963
$26K ﹤0.01%
+8,400
1964
$26K ﹤0.01%
+300
1965
$26K ﹤0.01%
2,100
+500
1966
$26K ﹤0.01%
+310
1967
$26K ﹤0.01%
+420
1968
$26K ﹤0.01%
+5,610
1969
$26K ﹤0.01%
5,000
-4,030
1970
$26K ﹤0.01%
1,700
1971
$26K ﹤0.01%
+1,700
1972
$26K ﹤0.01%
800
1973
$26K ﹤0.01%
+600
1974
$25K ﹤0.01%
700
-690
1975
$25K ﹤0.01%
392
77 78
79
80 81