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
301
$6.85M 0.06%
64,663
302
$6.82M 0.06%
104,457
+6,764
303
$6.8M 0.06%
78,969
-10,271
304
$6.7M 0.06%
137,658
-9,494
305
$6.7M 0.06%
113,018
+6,655
306
$6.69M 0.06%
102,237
-5,789
307
$6.68M 0.06%
257,948
-18,945
308
$6.68M 0.06%
48,435
+4,010
309
$6.62M 0.06%
36,420
+2,120
310
$6.62M 0.06%
140,062
+3,389
311
$6.58M 0.06%
137,319
+13,360
312
$6.52M 0.06%
79,330
313
$6.47M 0.06%
185,516
+64,216
314
$6.42M 0.06%
157,400
-9,000
315
$6.4M 0.06%
48,935
-600
316
$6.37M 0.06%
100,700
-1,200
317
$6.37M 0.06%
148,160
-6,970
318
$6.37M 0.06%
11,871
-1,120
319
$6.34M 0.06%
151,640
+4,507
320
$6.33M 0.06%
44,392
-8,708
321
$6.26M 0.05%
73,058
-14,398
322
$6.18M 0.05%
25,448
+3,397
323
$6.15M 0.05%
28,339
-4,554
324
$6.09M 0.05%
163,010
+1,110
325
$6.09M 0.05%
206,480
+10,560
11 12
13
14 15