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
276
$7.91M 0.07%
65,180
-500
277
$7.83M 0.07%
64,270
+33,332
278
$7.82M 0.07%
86,394
-335
279
$7.7M 0.07%
27,459
+8,989
280
$7.66M 0.07%
408,575
-78,179
281
$7.65M 0.07%
137,820
+15,830
282
$7.63M 0.07%
240,341
+36,955
283
$7.55M 0.07%
84,820
-9,481
284
$7.52M 0.07%
62,073
-12,100
285
$7.47M 0.07%
69,795
+860
286
$7.46M 0.07%
209,634
-20,668
287
$7.44M 0.07%
254,310
-21,790
288
$7.36M 0.06%
194,086
+11,980
289
$7.32M 0.06%
370,278
-64,413
290
$7.32M 0.06%
104,282
+3,350
291
$7.25M 0.06%
109,511
+9,443
292
$7.25M 0.06%
651,078
+29,280
293
$7.24M 0.06%
280,709
-14,511
294
$7.24M 0.06%
142,350
+6,555
295
$7.14M 0.06%
158,140
296
$7.14M 0.06%
42,021
+4,136
297
$7.02M 0.06%
44,072
-9,136
298
$6.89M 0.06%
65,579
-4,985
299
$6.88M 0.06%
98,533
-6,344
300
$6.87M 0.06%
100,568
-2,611
10 11
12
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