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
2001
$23K ﹤0.01%
300
2002
$23K ﹤0.01%
+446
2003
$23K ﹤0.01%
3,090
+2,600
2004
$23K ﹤0.01%
2,804
-1,096
2005
$23K ﹤0.01%
302
+32
2006
$23K ﹤0.01%
+2,050
2007
$23K ﹤0.01%
+126
2008
$23K ﹤0.01%
10,290
+8,280
2009
$23K ﹤0.01%
+2,900
2010
$23K ﹤0.01%
1,200
+1,000
2011
$23K ﹤0.01%
900
+163
2012
$23K ﹤0.01%
+2,914
2013
$23K ﹤0.01%
500
2014
$23K ﹤0.01%
4,201
-4,214
2015
$23K ﹤0.01%
+4,800
2016
$23K ﹤0.01%
1,700
-4,500
2017
$23K ﹤0.01%
+550
2018
$22K ﹤0.01%
400
+300
2019
$22K ﹤0.01%
+4,000
2020
$22K ﹤0.01%
635
+465
2021
$22K ﹤0.01%
1,600
2022
$22K ﹤0.01%
5,500
+5,000
2023
$22K ﹤0.01%
+5,400
2024
$22K ﹤0.01%
1,280
-1,720
2025
$22K ﹤0.01%
1,816
-734
79 80
81
82 83