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
2176
$10K ﹤0.01%
320
2177
$10K ﹤0.01%
+990
2178
$10K ﹤0.01%
2,940
+40
2179
$10K ﹤0.01%
125
-61
2180
$10K ﹤0.01%
+60
2181
$10K ﹤0.01%
+4,910
2182
$10K ﹤0.01%
590
-2,145
2183
$10K ﹤0.01%
211
-199
2184
$10K ﹤0.01%
385
-1,850
2185
$10K ﹤0.01%
1,620
2186
$10K ﹤0.01%
+1,780
2187
$10K ﹤0.01%
+770
2188
$10K ﹤0.01%
3,180
2189
$10K ﹤0.01%
230
2190
$10K ﹤0.01%
175
-535
2191
$10K ﹤0.01%
+1,030
2192
$10K ﹤0.01%
+570
2193
$10K ﹤0.01%
16
-35
2194
$9K ﹤0.01%
1,044
-1,856
2195
$9K ﹤0.01%
3,690
2196
$9K ﹤0.01%
177
2197
$9K ﹤0.01%
252
-428
2198
$9K ﹤0.01%
150
2199
$9K ﹤0.01%
210
+54
2200
$9K ﹤0.01%
310
-17,079
86 87
88
89 90