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
2351
$2K ﹤0.01%
1,620
-3,100
2352
$1K ﹤0.01%
24
-170
2353
$1K ﹤0.01%
14
2354
$1K ﹤0.01%
135
2355
$1K ﹤0.01%
223
-16,977
2356
$1K ﹤0.01%
33
-407
2357
$1K ﹤0.01%
235
-2,400
2358
$1K ﹤0.01%
96
2359
$1K ﹤0.01%
37
-10
2360
$1K ﹤0.01%
200
-2,200
2361
– –
-800
2362
– –
-213
2363
– –
-7,200
2364
– –
-4,218
2365
– –
-31,400
2366
– –
-1,400
2367
– –
-16,100
2368
– –
-975
2369
– –
-6,777
2370
– –
-190
2371
– –
-1,500
2372
– –
-8,000
2373
– –
-400
2374
– –
-1,200
2375
– –
-5,000
93 94
95
96 97