Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $25.9B
1-Year Est. Return 23.14%
This Quarter Est. Return
1 Year Est. Return
+23.14%
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
2,581
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
WBD icon
Warner Bros
WBD
+$4.89M

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 22.83%
2 Healthcare 14.55%
3 Financials 12.67%
4 Consumer Discretionary 8.92%
5 Industrials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10.8M 0.09%
204,500
+4,500
227
$10.8M 0.09%
151,415
+4,140
228
$10.8M 0.09%
289,654
-12,360
229
$10.7M 0.09%
44,425
-200
230
$10.7M 0.09%
26,054
+1,675
231
$10.7M 0.09%
102,271
-5,483
232
$10.7M 0.09%
44,615
+180
233
$10.6M 0.09%
276,175
+5,260
234
$10.6M 0.09%
82,942
+18,088
235
$10.6M 0.09%
32,074
+2,394
236
$10.4M 0.09%
493,335
+72,725
237
$10.3M 0.09%
182,250
+28,890
238
$10.2M 0.09%
41,600
-1,715
239
$10M 0.09%
279,657
+7,200
240
$9.77M 0.09%
59,940
-5,070
241
$9.72M 0.09%
137,560
+15,105
242
$9.68M 0.08%
74,496
-1,080
243
$9.58M 0.08%
55,733
+3,204
244
$9.51M 0.08%
61,002
-483
245
$9.48M 0.08%
36,265
-3,794
246
$9.46M 0.08%
83,230
+7,407
247
$9.45M 0.08%
125,708
+13,828
248
$9.35M 0.08%
119,480
-3,040
249
$9.35M 0.08%
69,548
-4,989
250
$9.34M 0.08%
262,027
+28,950
8 9
10
11 12