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
251
$9.16M 0.08%
80,975
+2,890
252
$9.16M 0.08%
100,264
-10,852
253
$9.07M 0.08%
147,201
+2,790
254
$9.07M 0.08%
152,050
-7,630
255
$9.04M 0.08%
63,304
-17,840
256
$9M 0.08%
360,664
+4,000
257
$8.93M 0.08%
161,994
-31,198
258
$8.82M 0.08%
98,690
+6,167
259
$8.77M 0.08%
136,566
+10,150
260
$8.77M 0.08%
148,981
+1,630
261
$8.75M 0.08%
143,308
+39,152
262
$8.64M 0.08%
274,069
-21,580
263
$8.57M 0.08%
188,363
+1,950
264
$8.52M 0.07%
38,181
+1,925
265
$8.51M 0.07%
184,783
+2,677
266
$8.4M 0.07%
76,480
267
$8.38M 0.07%
121,815
-15,812
268
$8.37M 0.07%
631,395
-37,669
269
$8.35M 0.07%
28,412
+3,492
270
$8.24M 0.07%
40,917
+4,402
271
$8.1M 0.07%
101,451
-16,830
272
$7.99M 0.07%
113,830
+10,795
273
$7.95M 0.07%
57,280
-1,020
274
$7.95M 0.07%
23,915
-250
275
$7.95M 0.07%
236,000
+31,400
9 10
11
12 13