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
326
$5.98M 0.05%
174,680
+11,710
327
$5.97M 0.05%
68,880
+600
328
$5.97M 0.05%
94,000
329
$5.96M 0.05%
66,343
-3,920
330
$5.83M 0.05%
90,000
+600
331
$5.82M 0.05%
71,707
-14,916
332
$5.81M 0.05%
70,608
+13,242
333
$5.78M 0.05%
16,448
+133
334
$5.77M 0.05%
75,972
-945
335
$5.75M 0.05%
366,751
-70,077
336
$5.73M 0.05%
77,882
+457
337
$5.71M 0.05%
168,526
338
$5.68M 0.05%
146,415
+22,490
339
$5.66M 0.05%
14,331
-430
340
$5.64M 0.05%
60,847
-6,640
341
$5.62M 0.05%
84,199
-11,820
342
$5.61M 0.05%
33,545
-720
343
$5.6M 0.05%
42,100
-200
344
$5.6M 0.05%
53,243
+967
345
$5.6M 0.05%
56,954
+24,589
346
$5.47M 0.05%
19,550
+5,019
347
$5.45M 0.05%
47,680
+1,595
348
$5.44M 0.05%
22,805
349
$5.43M 0.05%
142,384
-6,000
350
$5.38M 0.05%
14,020
+2,100
12 13
14
15 16