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
2301
$4K ﹤0.01%
385
2302
$4K ﹤0.01%
87
2303
$4K ﹤0.01%
214
2304
$3K ﹤0.01%
350
-600
2305
$3K ﹤0.01%
540
2306
$3K ﹤0.01%
140
2307
$3K ﹤0.01%
20
2308
$3K ﹤0.01%
+66
2309
$3K ﹤0.01%
+55
2310
$3K ﹤0.01%
984
2311
$3K ﹤0.01%
609
-3,481
2312
$3K ﹤0.01%
200
2313
$3K ﹤0.01%
+187
2314
$3K ﹤0.01%
238
2315
$3K ﹤0.01%
+898
2316
$3K ﹤0.01%
468
-2,492
2317
$3K ﹤0.01%
+200
2318
$3K ﹤0.01%
805
2319
$3K ﹤0.01%
325
2320
$3K ﹤0.01%
280
2321
$3K ﹤0.01%
1,085
-56,200
2322
$3K ﹤0.01%
972
2323
$3K ﹤0.01%
137
2324
$3K ﹤0.01%
37
2325
$3K ﹤0.01%
24
-1,924
91 92
93
94 95