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
2051
$20K ﹤0.01%
1,524
+1,150
2052
$20K ﹤0.01%
+1,200
2053
$20K ﹤0.01%
+173
2054
$19K ﹤0.01%
1,860
+400
2055
$19K ﹤0.01%
7,660
-13,250
2056
$19K ﹤0.01%
+1,400
2057
$19K ﹤0.01%
+2,000
2058
$19K ﹤0.01%
4,800
+4,400
2059
$19K ﹤0.01%
700
+400
2060
$19K ﹤0.01%
269
-743
2061
$19K ﹤0.01%
730
+360
2062
$19K ﹤0.01%
+195
2063
$19K ﹤0.01%
3,900
+1,200
2064
$19K ﹤0.01%
105
+52
2065
$18K ﹤0.01%
+1,810
2066
$18K ﹤0.01%
+700
2067
$18K ﹤0.01%
3,187
-1,217
2068
$18K ﹤0.01%
+490
2069
$18K ﹤0.01%
3,400
+700
2070
$18K ﹤0.01%
640
2071
$18K ﹤0.01%
+1,050
2072
$18K ﹤0.01%
880
2073
$18K ﹤0.01%
+1,700
2074
$18K ﹤0.01%
600
+100
2075
$18K ﹤0.01%
+530
81 82
83
84 85