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
2401
– –
-400
2402
– –
-700
2403
– –
-180
2404
– –
-19,800
2405
– –
-1,000
2406
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-710
2407
– –
-2,240
2408
– –
-520
2409
– –
-8,540
2410
– –
-2,667
2411
– –
-4,160
2412
– –
-3,370
2413
– –
-800
2414
– –
-1,440
2415
– –
-1,310
2416
– –
-8,610
2417
– –
-1,480
2418
– –
-470
2419
– –
-5,800
2420
– –
-6,700
2421
– –
-13,000
2422
– –
-800
2423
– –
-130
2424
– –
-4,227
2425
– –
-16,000
95 96
97
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