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
2226
$8K ﹤0.01%
1,505
-6,600
2227
$7K ﹤0.01%
410
2228
$7K ﹤0.01%
237
2229
$7K ﹤0.01%
700
2230
$7K ﹤0.01%
340
-1,000
2231
$7K ﹤0.01%
960
2232
$7K ﹤0.01%
6
2233
$7K ﹤0.01%
210
2234
$7K ﹤0.01%
1,229
-3,141
2235
$7K ﹤0.01%
245
-1,655
2236
$7K ﹤0.01%
320
-2,080
2237
– –
0
2238
$7K ﹤0.01%
2,317
-10,773
2239
$7K ﹤0.01%
23
-4
2240
$7K ﹤0.01%
1,150
2241
$7K ﹤0.01%
400
-4,300
2242
$7K ﹤0.01%
300
2243
$7K ﹤0.01%
920
2244
$6K ﹤0.01%
2,130
2245
$6K ﹤0.01%
152
2246
$6K ﹤0.01%
490
2247
$6K ﹤0.01%
856
-2,944
2248
$6K ﹤0.01%
960
-20
2249
$6K ﹤0.01%
320
2250
$6K ﹤0.01%
1,483
-1,757
88 89
90
91 92