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
1976
$25K ﹤0.01%
700
1977
$25K ﹤0.01%
+700
1978
$25K ﹤0.01%
+1,800
1979
$25K ﹤0.01%
736
1980
$25K ﹤0.01%
+7,450
1981
$25K ﹤0.01%
+575
1982
$25K ﹤0.01%
450
-620
1983
$25K ﹤0.01%
1,000
+560
1984
$25K ﹤0.01%
1,740
+1,430
1985
$24K ﹤0.01%
+10,350
1986
$24K ﹤0.01%
860
+590
1987
$24K ﹤0.01%
483
-630
1988
$24K ﹤0.01%
141
-130
1989
$24K ﹤0.01%
3,800
1990
$24K ﹤0.01%
380
+240
1991
$24K ﹤0.01%
+4,800
1992
$24K ﹤0.01%
807
1993
$24K ﹤0.01%
5,190
+2,690
1994
$24K ﹤0.01%
1,200
1995
$24K ﹤0.01%
5,050
+4,170
1996
$24K ﹤0.01%
1,010
-1,180
1997
$24K ﹤0.01%
+5,000
1998
$24K ﹤0.01%
305
1999
$24K ﹤0.01%
4,830
+1,600
2000
$23K ﹤0.01%
+1,400
78 79
80
81 82